OneDigital 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 | $287K | Sell |
3,269
-970
| -23% | -$85.2K | ﹤0.01% | 1189 |
|
2025
Q1 | $298K | Sell |
4,239
-2,090
| -33% | -$147K | ﹤0.01% | 1104 |
|
2024
Q4 | $413K | Sell |
6,329
-1,191
| -16% | -$77.8K | ﹤0.01% | 965 |
|
2024
Q3 | $353K | Buy |
7,520
+218
| +3% | +$10.2K | ﹤0.01% | 1085 |
|
2024
Q2 | $312K | Buy |
+7,302
| New | +$312K | ﹤0.01% | 1092 |
|
2019
Q3 | – | Sell |
-274
| Closed | -$9K | – | 1059 |
|
2019
Q2 | $9K | Buy |
274
+1
| +0.4% | +$33 | ﹤0.01% | 956 |
|
2019
Q1 | $9K | Sell |
273
-36
| -12% | -$1.19K | ﹤0.01% | 904 |
|
2018
Q4 | $10K | Buy |
309
+30
| +11% | +$971 | ﹤0.01% | 856 |
|
2018
Q3 | $14K | Buy |
279
+28
| +11% | +$1.41K | ﹤0.01% | 766 |
|
2018
Q2 | $12K | Hold |
251
| – | – | ﹤0.01% | 997 |
|
2018
Q1 | $13K | Sell |
251
-5
| -2% | -$259 | ﹤0.01% | 970 |
|
2017
Q4 | $11K | Sell |
256
-79
| -24% | -$3.4K | ﹤0.01% | 956 |
|
2017
Q3 | $13K | Buy |
335
+108
| +48% | +$4.19K | ﹤0.01% | 773 |
|
2017
Q2 | $11K | Buy |
+227
| New | +$11K | ﹤0.01% | 926 |
|