WESPAC Advisors SoCal’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 |
-1,002
| Closed | -$31K | – | 281 |
|
|
2019
Q1 | $31K | Sell |
1,002
-30
| -3% | -$928 | 0.02% | 139 |
|
|
2018
Q4 | $28K | Hold |
1,032
| – | – | 0.02% | 153 |
|
|
2018
Q3 | $24K | Buy |
+1,032
| New | +$24K | 0.01% | 171 |
|
|
2018
Q2 | – | Sell |
-1,002
| Closed | -$24K | – | 238 |
|
|
2018
Q1 | $24K | Sell |
1,002
-30
| -3% | -$719 | 0.01% | 153 |
|
|
2017
Q4 | $29K | Hold |
1,032
| – | – | 0.02% | 140 |
|
|
2017
Q3 | $30K | Hold |
1,032
| – | – | 0.02% | 140 |
|
|
2017
Q2 | $28K | Buy |
1,032
+29
| +3% | +$787 | 0.02% | 136 |
|
|
2017
Q1 | $29.6K | Sell |
1,003
-30
| -3% | -$885 | 0.02% | 134 |
|
|
2016
Q4 | $31.5K | Buy |
+1,033
| New | +$31.5K | 0.02% | 131 |
|