Palisades Hudson Asset Management’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,387
| Closed | -$228K | – | 101 |
|
|
2023
Q1 | $228K | Sell |
5,387
-162
| -3% | -$6.86K | 0.12% | 92 |
|
|
2022
Q4 | $216K | Buy |
+5,549
| New | +$216K | 0.12% | 98 |
|
|
2021
Q1 | – | Sell |
-15,542
| Closed | -$398K | – | 112 |
|
|
2020
Q4 | $398K | Sell |
15,542
-238
| -2% | -$6.1K | 0.21% | 58 |
|
|
2020
Q3 | $421K | Buy |
+15,780
| New | +$421K | 0.27% | 51 |
|