SVB Wealth’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
Q1 | – | Sell |
-6,250
| Closed | -$201K | – | 841 |
|
|
2021
Q4 | $201K | Buy |
+6,250
| New | +$201K | ﹤0.01% | 711 |
|
|
2021
Q2 | – | Sell |
-7,145
| Closed | -$211K | – | 1026 |
|
|
2021
Q1 | $211K | Sell |
7,145
-2,133
| -23% | -$63K | ﹤0.01% | 817 |
|
|
2020
Q4 | $237K | Buy |
+9,278
| New | +$237K | ﹤0.01% | 694 |
|