Optimum Investment Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$5K | – | 860 |
|
|
2022
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 692 |
|
|
2021
Q2 | – | Sell |
-850
| Closed | -$35K | – | 971 |
|
|
2021
Q1 | $35K | Buy |
+850
| New | +$35K | 0.01% | 574 |
|
|
2015
Q1 | $16K | Hold |
400
| – | – | 0.01% | 740 |
|
|
2014
Q4 | $16K | Hold |
400
| – | – | 0.01% | 771 |
|
|
2014
Q3 | $14K | Sell |
400
-500
| -56% | -$17.5K | ﹤0.01% | 710 |
|
|
2014
Q2 | $31K | Sell |
900
-200
| -18% | -$6.89K | 0.01% | 581 |
|
|
2014
Q1 | $55K | Buy |
1,100
+400
| +57% | +$20K | 0.02% | 386 |
|
|
2013
Q4 | $39K | Hold |
700
| – | – | 0.01% | 424 |
|
|
2013
Q3 | $38K | Buy |
+700
| New | +$38K | 0.02% | 405 |
|