TF
Tompkins Financial’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$211K | – | 604 |
|
|
2022
Q1 | $211K | Hold |
2,000
| – | – | 0.03% | 184 |
|
|
2021
Q4 | $220K | Hold |
2,000
| – | – | 0.04% | 129 |
|
|
2021
Q3 | $239K | Buy |
+2,000
| New | +$239K | 0.04% | 123 |
|
|
2021
Q1 | $267K | Buy |
2,000
+1,993
| +28,471% | +$266K | 0.05% | 124 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 489 |
|
|
2017
Q1 | – | Sell |
-251
| Closed | -$21K | – | 377 |
|
|
2016
Q4 | $21K | Hold |
251
| – | – | 0.01% | 279 |
|
|
2016
Q3 | $19K | Hold |
251
| – | – | 0.01% | 284 |
|
|
2016
Q2 | $21K | Hold |
251
| – | – | 0.01% | 328 |
|
|
2016
Q1 | $25K | Hold |
251
| – | – | 0.01% | 310 |
|
|
2015
Q4 | $22K | Sell |
251
-305
| -55% | -$26.7K | 0.01% | 360 |
|
|
2015
Q3 | $67K | Sell |
556
-246
| -31% | -$29.6K | 0.02% | 227 |
|
|
2015
Q2 | $119K | Buy |
802
+245
| +44% | +$36.4K | 0.03% | 187 |
|
|
2015
Q1 | $79K | Sell |
557
-185
| -25% | -$26.2K | 0.02% | 234 |
|
|
2014
Q4 | $112K | Hold |
742
| – | – | 0.03% | 183 |
|
|
2014
Q3 | $111K | Sell |
742
-6
| -0.8% | -$898 | 0.03% | 185 |
|
|
2014
Q2 | $97K | Hold |
748
| – | – | 0.02% | 199 |
|
|
2014
Q1 | $105K | Buy |
748
+191
| +34% | +$26.8K | 0.03% | 188 |
|
|
2013
Q4 | $81K | Buy |
+557
| New | +$81K | 0.02% | 206 |
|