Alta Wealth Advisors’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,192
| Closed | -$778K | – | 151 |
|
|
2021
Q3 | $778K | Sell |
13,192
-528
| -4% | -$31.1K | 0.57% | 59 |
|
|
2021
Q2 | $868K | Sell |
13,720
-250
| -2% | -$15.8K | 0.64% | 53 |
|
|
2021
Q1 | $737K | Sell |
13,970
-2,082
| -13% | -$110K | 0.62% | 62 |
|
|
2020
Q4 | $999K | Buy |
+16,052
| New | +$999K | 0.84% | 36 |
|