LWM
Lyons Wealth Management’s Tapestry TPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,652
| Closed | -$284K | – | 58 |
|
|
2015
Q4 | $284K | Sell |
8,652
-25,311
| -75% | -$831K | 0.36% | 40 |
|
|
2015
Q3 | $983K | Buy |
33,963
+2,138
| +7% | +$61.9K | 1.26% | 11 |
|
|
2015
Q2 | $1.1M | Sell |
31,825
-4,364
| -12% | -$151K | 1.26% | 9 |
|
|
2015
Q1 | $1.5M | Sell |
36,189
-413
| -1% | -$17.1K | 1.62% | 6 |
|
|
2014
Q4 | $1.38M | Sell |
36,602
-690
| -2% | -$25.9K | 1.44% | 8 |
|
|
2014
Q3 | $1.33M | Buy |
37,292
+9,212
| +33% | +$328K | 1.41% | 12 |
|
|
2014
Q2 | $959K | Buy |
28,080
+14,555
| +108% | +$497K | 0.86% | 28 |
|
|
2014
Q1 | $672K | Buy |
13,525
+3,866
| +40% | +$192K | 0.59% | 35 |
|
|
2013
Q4 | $544K | Buy |
9,659
+3,333
| +53% | +$188K | 0.51% | 34 |
|
|
2013
Q3 | $344K | Buy |
6,326
+1,087
| +21% | +$59.1K | 0.31% | 28 |
|
|
2013
Q2 | $298K | Buy |
+5,239
| New | +$298K | 0.3% | 36 |
|