Meristem Family Wealth’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,227
| Closed | -$210K | – | 113 |
|
|
2014
Q1 | $210K | Sell |
4,227
-948
| -18% | -$47.1K | 0.09% | 101 |
|
|
2013
Q4 | $290K | Buy |
5,175
+952
| +23% | +$53.3K | 0.12% | 90 |
|
|
2013
Q3 | $230K | Buy |
4,223
+245
| +6% | +$13.3K | 0.11% | 99 |
|
|
2013
Q2 | $227K | Buy |
+3,978
| New | +$227K | 0.11% | 96 |
|