Balasa Dinverno & Foltz’s Lear LEA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,690
| Closed | -$245K | – | 239 |
|
2018
Q3 | $245K | Sell |
1,690
-33
| -2% | -$4.78K | 0.03% | 215 |
|
2018
Q2 | $320K | Buy |
1,723
+55
| +3% | +$10.2K | 0.05% | 166 |
|
2018
Q1 | $310K | Buy |
1,668
+203
| +14% | +$37.7K | 0.05% | 161 |
|
2017
Q4 | $259K | Hold |
1,465
| – | – | 0.04% | 182 |
|
2017
Q3 | $254K | Sell |
1,465
-104
| -7% | -$18K | 0.04% | 177 |
|
2017
Q2 | $223K | Sell |
1,569
-5
| -0.3% | -$711 | 0.04% | 185 |
|
2017
Q1 | $223K | Buy |
+1,574
| New | +$223K | 0.04% | 184 |
|