BWA
LION
BDO Wealth Advisors’s Fidelity Southern Corporation LION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,966
| Closed | -$216K | – | 673 |
|
|
2019
Q2 | $216K | Sell |
6,966
-5,500
| -44% | -$171K | 0.06% | 183 |
|
|
2019
Q1 | $341K | Sell |
12,466
-5,000
| -29% | -$137K | 0.1% | 129 |
|
|
2018
Q4 | $454K | Buy |
17,466
+360
| +2% | +$9.36K | 0.16% | 101 |
|
|
2018
Q3 | $424K | Buy |
17,106
+8,500
| +99% | +$211K | 0.14% | 103 |
|
|
2018
Q2 | $219K | Sell |
8,606
-24,200
| -74% | -$616K | 0.07% | 152 |
|
|
2018
Q1 | $757K | Sell |
32,806
-25,000
| -43% | -$577K | 0.28% | 68 |
|
|
2017
Q4 | $1.26M | Hold |
57,806
| – | – | 0.57% | 30 |
|
|
2017
Q3 | $1.37M | Hold |
57,806
| – | – | 0.68% | 22 |
|
|
2017
Q2 | $1.32M | Buy |
+57,806
| New | +$1.32M | 0.58% | 33 |
|