AE Wealth Management’s LivePerson LPSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,527
Closed -$655K 1515
2020
Q4
$655K Sell
10,527
-1,055
-9% -$65.6K 0.01% 866
2020
Q3
$602K Sell
11,582
-4,489
-28% -$233K 0.01% 814
2020
Q2
$666K Buy
+16,071
New +$666K 0.01% 751