YorkBridge Wealth Partners’s Tapestry TPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-295
| Closed | -$9K | – | 600 |
|
|
2019
Q2 | $9K | Sell |
295
-72
| -20% | -$2.2K | ﹤0.01% | 596 |
|
|
2019
Q1 | $12K | Hold |
367
| – | – | 0.01% | 560 |
|
|
2018
Q4 | $12K | Buy |
367
+72
| +24% | +$2.35K | 0.01% | 552 |
|
|
2018
Q3 | $15K | Hold |
295
| – | – | 0.01% | 570 |
|
|
2018
Q2 | $14K | Hold |
295
| – | – | 0.01% | 588 |
|
|
2018
Q1 | $16K | Hold |
295
| – | – | 0.01% | 574 |
|
|
2017
Q4 | $13K | Hold |
295
| – | – | 0.01% | 608 |
|
|
2017
Q3 | $12K | Hold |
295
| – | – | 0.01% | 615 |
|
|
2017
Q2 | $14K | Hold |
295
| – | – | 0.01% | 588 |
|
|
2017
Q1 | $13K | Hold |
295
| – | – | 0.01% | 588 |
|
|
2016
Q4 | $11K | Buy |
+295
| New | +$11K | 0.01% | 572 |
|