Vantage Wealth’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-12,930
| Closed | -$486K | – | 27 |
|
2014
Q4 | $486K | Hold |
12,930
| – | – | 0.28% | 27 |
|
2014
Q3 | $460K | Sell |
12,930
-150
| -1% | -$5.34K | 0.29% | 26 |
|
2014
Q2 | $468K | Sell |
13,080
-800
| -6% | -$28.6K | 0.31% | 26 |
|
2014
Q1 | $689K | Sell |
13,880
-1,500
| -10% | -$74.5K | 0.44% | 26 |
|
2013
Q4 | $863K | Buy |
+15,380
| New | +$863K | 0.56% | 27 |
|
2013
Q3 | – | Sell |
-15,380
| Closed | -$878K | – | 26 |
|
2013
Q2 | $878K | Buy |
+15,380
| New | +$878K | 0.7% | 25 |
|