MSAM
Moloney Securities Asset Management’s Tompkins Financial TMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,600
| Closed | -$204K | – | 425 |
|
|
2022
Q1 | $204K | Sell |
2,600
-1,400
| -35% | -$110K | 0.04% | 378 |
|
|
2021
Q4 | $334K | Sell |
4,000
-500
| -11% | -$41.8K | 0.06% | 303 |
|
|
2021
Q3 | $364K | Sell |
4,500
-500
| -10% | -$40.4K | 0.07% | 282 |
|
|
2021
Q2 | $388K | Hold |
5,000
| – | – | 0.07% | 272 |
|
|
2021
Q1 | $414K | Hold |
5,000
| – | – | 0.08% | 252 |
|
|
2020
Q4 | $353K | Hold |
5,000
| – | – | 0.08% | 253 |
|
|
2020
Q3 | $284K | Hold |
5,000
| – | – | 0.08% | 248 |
|
|
2020
Q2 | $324K | Hold |
5,000
| – | – | 0.09% | 216 |
|
|
2020
Q1 | $359K | Hold |
5,000
| – | – | 0.13% | 162 |
|
|
2019
Q4 | $458K | Hold |
5,000
| – | – | 0.14% | 178 |
|
|
2019
Q3 | $406K | Hold |
5,000
| – | – | 0.14% | 180 |
|
|
2019
Q2 | $408K | Hold |
5,000
| – | – | 0.14% | 184 |
|
|
2019
Q1 | $380K | Sell |
5,000
-1,914
| -28% | -$145K | 0.13% | 195 |
|
|
2018
Q4 | $519K | Buy |
+6,914
| New | +$519K | 0.21% | 134 |
|