Valeo Financial Advisors’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,319
| Closed | -$38K | – | 1863 |
|
|
2019
Q4 | $38K | Hold |
1,319
| – | – | ﹤0.01% | 734 |
|
|
2019
Q3 | $41K | Hold |
1,319
| – | – | ﹤0.01% | 659 |
|
|
2019
Q2 | $41K | Buy |
1,319
+38
| +3% | +$1.18K | ﹤0.01% | 666 |
|
|
2019
Q1 | $40K | Sell |
1,281
-39
| -3% | -$1.22K | ﹤0.01% | 610 |
|
|
2018
Q4 | $36K | Hold |
1,320
| – | – | 0.01% | 568 |
|
|
2018
Q3 | $34K | Buy |
+1,320
| New | +$34K | ﹤0.01% | 626 |
|
|
2018
Q2 | – | Sell |
-1,847
| Closed | -$44K | – | 1745 |
|
|
2018
Q1 | $44K | Sell |
1,847
-2,350
| -56% | -$56K | 0.01% | 514 |
|
|
2017
Q4 | $121K | Buy |
4,197
+1,309
| +45% | +$37.7K | 0.02% | 307 |
|
|
2017
Q3 | $87K | Buy |
+2,888
| New | +$87K | 0.02% | 312 |
|