Valeo Financial Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-250
| Closed | -$10K | – | 1610 |
|
|
2021
Q1 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 1287 |
|
|
2020
Q4 | – | Sell |
-244
| Closed | -$4K | – | 1803 |
|
|
2020
Q3 | $4K | Sell |
244
-224
| -48% | -$3.67K | ﹤0.01% | 1271 |
|
|
2020
Q2 | $6K | Buy |
468
+24
| +5% | +$308 | ﹤0.01% | 1400 |
|
|
2020
Q1 | $7K | Buy |
+444
| New | +$7K | ﹤0.01% | 1178 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1707 |
|
|
2019
Q3 | – | Sell |
-700
| Closed | -$22K | – | 1660 |
|
|
2019
Q2 | $22K | Hold |
700
| – | – | ﹤0.01% | 817 |
|
|
2019
Q1 | $23K | Hold |
700
| – | – | ﹤0.01% | 746 |
|
|
2018
Q4 | $24K | Hold |
700
| – | – | ﹤0.01% | 656 |
|
|
2018
Q3 | $30K | Sell |
700
-86
| -11% | -$3.69K | ﹤0.01% | 651 |
|
|
2018
Q2 | $37K | Buy |
786
+410
| +109% | +$19.3K | 0.01% | 610 |
|
|
2018
Q1 | $20K | Buy |
376
+1
| +0.3% | +$53 | ﹤0.01% | 716 |
|
|
2017
Q4 | $17K | Buy |
375
+2
| +0.5% | +$91 | ﹤0.01% | 713 |
|
|
2017
Q3 | $15K | Buy |
+373
| New | +$15K | ﹤0.01% | 614 |
|