Patriot Financial Group Insurance Agency’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-323
| Closed | -$10K | – | 1826 |
|
|
2022
Q2 | $10K | Buy |
323
+157
| +95% | +$4.86K | ﹤0.01% | 1260 |
|
|
2022
Q1 | $5K | Sell |
166
-5
| -3% | -$151 | ﹤0.01% | 1642 |
|
|
2021
Q4 | $6K | Hold |
171
| – | – | ﹤0.01% | 1669 |
|
|
2021
Q3 | $5K | Hold |
171
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q2 | $5K | Buy |
171
+4
| +2% | +$117 | ﹤0.01% | 1672 |
|
|
2021
Q1 | $5K | Sell |
167
-5
| -3% | -$150 | ﹤0.01% | 1577 |
|
|
2020
Q4 | $4K | Hold |
172
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q2 | $5K | Buy |
172
+5
| +3% | +$145 | ﹤0.01% | 1199 |
|
|
2020
Q1 | $5K | Sell |
167
-5
| -3% | -$150 | ﹤0.01% | 1092 |
|
|
2019
Q4 | $5K | Hold |
172
| – | – | ﹤0.01% | 992 |
|
|
2019
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 957 |
|
|
2019
Q2 | $5K | Buy |
172
+5
| +3% | +$145 | ﹤0.01% | 962 |
|
|
2019
Q1 | $5K | Sell |
167
-5
| -3% | -$150 | ﹤0.01% | 867 |
|
|
2018
Q4 | $5K | Hold |
172
| – | – | ﹤0.01% | 740 |
|
|
2018
Q3 | $4K | Hold |
172
| – | – | ﹤0.01% | 792 |
|
|
2018
Q2 | $4K | Buy |
172
+5
| +3% | +$116 | ﹤0.01% | 508 |
|
|
2018
Q1 | $4K | Sell |
167
-5
| -3% | -$120 | ﹤0.01% | 793 |
|
|
2017
Q4 | $5K | Hold |
172
| – | – | ﹤0.01% | 739 |
|
|
2017
Q3 | $5K | Hold |
172
| – | – | ﹤0.01% | 707 |
|
|
2017
Q2 | $5K | Buy |
172
+4
| +2% | +$116 | 0.01% | 688 |
|
|
2017
Q1 | $5K | Sell |
168
-6
| -3% | -$179 | 0.01% | 635 |
|
|
2016
Q4 | $5K | Buy |
+174
| New | +$5K | 0.01% | 576 |
|