Omnia 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
Q1 | – | Sell |
-440
| Closed | -$20K | – | 633 |
|
2017
Q4 | $20K | Hold |
440
| – | – | 0.01% | 236 |
|
2017
Q3 | $18K | Hold |
440
| – | – | 0.01% | 215 |
|
2017
Q2 | $21K | Hold |
440
| – | – | 0.01% | 215 |
|
2017
Q1 | $18K | Hold |
440
| – | – | 0.01% | 221 |
|
2016
Q4 | $16K | Buy |
+440
| New | +$16K | 0.01% | 234 |
|