WFG Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-155
| Closed | -$6K | – | 1686 |
|
|
2016
Q2 | $6K | Hold |
155
| – | – | ﹤0.01% | 1213 |
|
|
2016
Q1 | $6K | Sell |
155
-311
| -67% | -$12K | ﹤0.01% | 1165 |
|
|
2015
Q4 | $15K | Buy |
466
+103
| +28% | +$3.32K | ﹤0.01% | 975 |
|
|
2015
Q3 | $10K | Sell |
363
-1,097
| -75% | -$30.2K | ﹤0.01% | 1096 |
|
|
2015
Q2 | $51K | Sell |
1,460
-268
| -16% | -$9.36K | 0.01% | 719 |
|
|
2015
Q1 | $72K | Sell |
1,728
-498
| -22% | -$20.8K | 0.02% | 631 |
|
|
2014
Q4 | $84K | Buy |
2,226
+1,257
| +130% | +$47.4K | 0.02% | 694 |
|
|
2014
Q3 | $35K | Buy |
969
+266
| +38% | +$9.61K | 0.01% | 1044 |
|
|
2014
Q2 | $24K | Buy |
703
+202
| +40% | +$6.9K | ﹤0.01% | 1200 |
|
|
2014
Q1 | $25K | Sell |
501
-1,925
| -79% | -$96.1K | 0.01% | 1176 |
|
|
2013
Q4 | $136K | Buy |
2,426
+19
| +0.8% | +$1.07K | 0.02% | 630 |
|
|
2013
Q3 | $131K | Sell |
2,407
-205
| -8% | -$11.2K | 0.02% | 616 |
|
|
2013
Q2 | $149K | Buy |
+2,612
| New | +$149K | 0.02% | 539 |
|