YorkBridge Wealth Partners’s Tootsie Roll Industries TR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-57
| Closed | -$1K | – | 876 |
|
|
2018
Q1 | $1K | Sell |
57
-18
| -24% | -$316 | ﹤0.01% | 826 |
|
|
2017
Q4 | $2K | Buy |
75
+3
| +4% | +$80 | ﹤0.01% | 814 |
|
|
2017
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 801 |
|
|
2017
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 795 |
|
|
2017
Q1 | $2K | Sell |
72
-1
| -1% | -$28 | ﹤0.01% | 782 |
|
|
2016
Q4 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 778 |
|