Tompkins Financial’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-32
| Closed | -$6K | – | 412 |
|
|
2017
Q3 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 354 |
|
|
2016
Q4 | – | Sell |
-80
| Closed | -$13K | – | 385 |
|
|
2016
Q3 | $13K | Hold |
80
| – | – | ﹤0.01% | 307 |
|
|
2016
Q2 | $13K | Buy |
+80
| New | +$13K | ﹤0.01% | 367 |
|
|
2014
Q1 | – | Sell |
-353
| Closed | -$38K | – | 523 |
|
|
2013
Q4 | $38K | Buy |
+353
| New | +$38K | 0.01% | 309 |
|