YHB Investment Advisors’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-14,184
| Closed | -$491K | – | 166 |
|
2015
Q2 | $491K | Sell |
14,184
-45
| -0.3% | -$1.56K | 0.11% | 125 |
|
2015
Q1 | $590K | Sell |
14,229
-484
| -3% | -$20.1K | 0.13% | 120 |
|
2014
Q4 | $553K | Sell |
14,713
-5,523
| -27% | -$208K | 0.13% | 122 |
|
2014
Q3 | $721K | Sell |
20,236
-4,933
| -20% | -$176K | 0.17% | 111 |
|
2014
Q2 | $861K | Sell |
25,169
-16,270
| -39% | -$557K | 0.21% | 101 |
|
2014
Q1 | $2.06M | Buy |
41,439
+2,680
| +7% | +$133K | 0.52% | 67 |
|
2013
Q4 | $2.18M | Buy |
38,759
+1,804
| +5% | +$101K | 0.58% | 62 |
|
2013
Q3 | $2.02M | Buy |
36,955
+4,310
| +13% | +$235K | 0.6% | 55 |
|
2013
Q2 | $1.86M | Buy |
+32,645
| New | +$1.86M | 0.58% | 56 |
|