Mount Yale Investment Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Buy |
+511
| New | +$44.9K | ﹤0.01% | 844 |
|
|
2021
Q4 | – | Sell |
-6,561
| Closed | -$243K | – | 483 |
|
|
2021
Q3 | $243K | Sell |
6,561
-2,079
| -24% | -$77K | 0.03% | 405 |
|
|
2021
Q2 | $376K | Buy |
8,640
+95
| +1% | +$4.13K | 0.05% | 289 |
|
|
2021
Q1 | $352K | Sell |
8,545
-320
| -4% | -$13.2K | 0.05% | 289 |
|
|
2020
Q4 | $276K | Buy |
+8,865
| New | +$276K | 0.04% | 312 |
|
|
2018
Q4 | – | Sell |
-1,225
| Closed | -$52K | – | 739 |
|
|
2018
Q3 | $52K | Sell |
1,225
-300
| -20% | -$12.7K | 0.01% | 591 |
|
|
2018
Q2 | $71K | Hold |
1,525
| – | – | 0.01% | 556 |
|
|
2018
Q1 | $80K | Buy |
+1,525
| New | +$80K | 0.02% | 517 |
|