Joel Isaacson & Co’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$95K | – | 499 |
|
|
2016
Q4 | $95K | Hold |
1,000
| – | – | 0.02% | 227 |
|
|
2016
Q3 | $76K | Hold |
1,000
| – | – | 0.02% | 268 |
|
|
2016
Q2 | $65K | Hold |
1,000
| – | – | 0.01% | 292 |
|
|
2016
Q1 | $64K | Hold |
1,000
| – | – | 0.01% | 307 |
|
|
2015
Q4 | $56K | Hold |
1,000
| – | – | 0.01% | 312 |
|
|
2015
Q3 | $53K | Hold |
1,000
| – | – | 0.01% | 326 |
|
|
2015
Q2 | $54K | Hold |
1,000
| – | – | 0.01% | 351 |
|
|
2015
Q1 | $54K | Hold |
1,000
| – | – | 0.01% | 347 |
|
|
2014
Q4 | $55K | Hold |
1,000
| – | – | 0.01% | 314 |
|
|
2014
Q3 | $44K | Hold |
1,000
| – | – | 0.01% | 324 |
|
|
2014
Q2 | $48K | Hold |
1,000
| – | – | 0.02% | 311 |
|
|
2014
Q1 | $49K | Hold |
1,000
| – | – | 0.02% | 301 |
|
|
2013
Q4 | $51K | Hold |
1,000
| – | – | 0.02% | 268 |
|
|
2013
Q3 | $46K | Hold |
1,000
| – | – | 0.02% | 269 |
|
|
2013
Q2 | $45K | Buy |
+1,000
| New | +$45K | 0.02% | 240 |
|