LGT Financial Advisors’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-365
| Closed | -$11.4K | – | 689 |
|
|
2024
Q4 | $11.4K | Hold |
365
| – | – | 0.03% | 414 |
|
|
2024
Q3 | $11K | Hold |
365
| – | – | 0.03% | 403 |
|
|
2024
Q2 | $10.8K | Buy |
365
+11
| +3% | +$326 | 0.02% | 456 |
|
|
2024
Q1 | $11K | Sell |
354
-11
| -3% | -$342 | 0.01% | 480 |
|
|
2023
Q4 | $11.4K | Hold |
365
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $10.3K | Buy |
+365
| New | +$10.3K | 0.01% | 474 |
|