True Wealth Design’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
1,905
-21
| -1% | -$1.84K | 0.06% | 64 |
|
|
2025
Q1 | $136K | Buy |
1,926
+160
| +9% | +$11.3K | 0.05% | 61 |
|
|
2024
Q4 | $115K | Hold |
1,766
| – | – | 0.04% | 59 |
|
|
2024
Q3 | $83K | Buy |
+1,766
| New | +$83K | 0.03% | 75 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$259 | – | 808 |
|
|
2023
Q3 | $259 | Hold |
9
| – | – | ﹤0.01% | 596 |
|
|
2023
Q2 | $386 | Hold |
9
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $388 | Buy |
9
+1
| +13% | +$43 | ﹤0.01% | 587 |
|
|
2022
Q4 | $305 | Buy |
+8
| New | +$305 | ﹤0.01% | 579 |
|