Appleton Partners’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,398
| Closed | -$269K | – | 276 |
|
|
2019
Q4 | $269K | Buy |
4,398
+453
| +11% | +$27.7K | 0.03% | 257 |
|
|
2019
Q3 | $249K | Buy |
3,945
+480
| +14% | +$30.3K | 0.03% | 254 |
|
|
2019
Q2 | $237K | Buy |
3,465
+445
| +15% | +$30.4K | 0.03% | 258 |
|
|
2019
Q1 | $206K | Buy |
+3,020
| New | +$206K | 0.03% | 253 |
|
|
2018
Q1 | – | Sell |
-5,100
| Closed | -$275K | – | 265 |
|
|
2017
Q4 | $275K | Buy |
5,100
+80
| +2% | +$4.31K | 0.04% | 228 |
|
|
2017
Q3 | $226K | Buy |
+5,020
| New | +$226K | 0.04% | 223 |
|