Wealthspire Advisors (Maryland)’s Tompkins Financial TMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-25
| Closed | -$2K | – | 1924 |
|
|
2019
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 2207 |
|
|
2018
Q4 | $2K | Sell |
25
-19
| -43% | -$1.52K | ﹤0.01% | 2132 |
|
|
2018
Q3 | $4K | Buy |
44
+6
| +16% | +$545 | ﹤0.01% | 1935 |
|
|
2018
Q2 | $3K | Buy |
38
+12
| +46% | +$947 | ﹤0.01% | 2050 |
|
|
2018
Q1 | $2K | Sell |
26
-10
| -28% | -$769 | ﹤0.01% | 2214 |
|
|
2017
Q4 | $3K | Sell |
36
-18
| -33% | -$1.5K | ﹤0.01% | 2026 |
|
|
2017
Q3 | $5K | Buy |
54
+11
| +26% | +$1.02K | ﹤0.01% | 1805 |
|
|
2017
Q2 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 1919 |
|