Mosaic Family Wealth’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-100
| Closed | -$5K | – | 695 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 582 |
|
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 616 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 756 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 578 |
|
|
2017
Q1 | $4K | Sell |
100
-500
| -83% | -$20K | ﹤0.01% | 613 |
|
|
2016
Q4 | $21K | Hold |
600
| – | – | 0.01% | 427 |
|
|
2016
Q3 | $22K | Hold |
600
| – | – | 0.01% | 433 |
|
|
2016
Q2 | $25K | Hold |
600
| – | – | 0.01% | 417 |
|
|
2016
Q1 | $24K | Hold |
600
| – | – | 0.01% | 414 |
|
|
2015
Q4 | $19K | Buy |
+600
| New | +$19K | 0.01% | 453 |
|