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Lipe & Dalton’s Tapestry TPR Stock Holding History

Lipe & Dalton’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25,363
Closed -$328K – 104
2020
Q1 		$328K Sell
25,363
-1,345
-5% -$17.4K 0.28% 55
2019
Q4 		$720K Buy
26,708
+653
+3% +$17.6K 0.48% 48
2019
Q3 		$679K Buy
+26,055
New +$679K 0.5% 48