Wealthspire Advisors (Maryland)’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-47
| Closed | -$1K | – | 1932 |
|
|
2019
Q1 | $1K | Sell |
47
-29
| -38% | -$617 | ﹤0.01% | 2392 |
|
|
2018
Q4 | $2K | Buy |
76
+56
| +280% | +$1.47K | ﹤0.01% | 2135 |
|
|
2018
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 2509 |
|
|
2018
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 2590 |
|
|
2018
Q1 | $0 | Sell |
20
-107
| -84% | – | ﹤0.01% | 2645 |
|
|
2017
Q4 | $4K | Hold |
127
| – | – | ﹤0.01% | 1923 |
|
|
2017
Q3 | $4K | Buy |
127
+123
| +3,075% | +$3.87K | ﹤0.01% | 1868 |
|
|
2017
Q2 | $0 | Sell |
4
-7
| -64% | – | ﹤0.01% | 2281 |
|
|
2017
Q1 | $0 | Sell |
11
-1
| -8% | – | ﹤0.01% | 2017 |
|
|
2016
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1845 |
|
|
2016
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1809 |
|
|
2016
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1808 |
|
|
2016
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1846 |
|
|
2015
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1773 |
|