Bell & Brown Wealth Advisors’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $329K | Sell |
2,295
-20
| -0.9% | -$2.87K | 0.16% | 63 |
|
|
2023
Q1 | $323K | Hold |
2,315
| – | – | 0.17% | 62 |
|
|
2022
Q4 | $287K | Hold |
2,315
| – | – | 0.16% | 65 |
|
|
2022
Q3 | $277K | Sell |
2,315
-60
| -3% | -$7.18K | 0.17% | 60 |
|
|
2022
Q2 | $299K | Sell |
2,375
-110
| -4% | -$13.8K | 0.16% | 65 |
|
|
2022
Q1 | $354K | Hold |
2,485
| – | – | 0.16% | 63 |
|
|
2021
Q4 | $430K | Sell |
2,485
-50
| -2% | -$8.65K | 0.21% | 59 |
|
|
2021
Q3 | $397K | Buy |
+2,535
| New | +$397K | 0.21% | 59 |
|
|
2020
Q3 | $345K | Hold |
2,610
| – | – | 0.25% | 61 |
|
|
2020
Q2 | $299K | Hold |
2,610
| – | – | 0.23% | 64 |
|
|
2020
Q1 | $263K | Sell |
2,610
-100
| -4% | -$10.1K | 0.24% | 67 |
|
|
2019
Q4 | $372K | Sell |
2,710
-50
| -2% | -$6.86K | 0.28% | 71 |
|
|
2019
Q3 | $315K | Hold |
2,760
| – | – | 0.26% | 69 |
|
|
2019
Q2 | $384K | Hold |
2,760
| – | – | 0.34% | 65 |
|
|
2019
Q1 | $375K | Hold |
2,760
| – | – | 0.34% | 70 |
|
|
2018
Q4 | $339K | Sell |
2,760
-25
| -0.9% | -$3.07K | 0.36% | 66 |
|
|
2018
Q3 | $370K | Hold |
2,785
| – | – | 0.34% | 72 |
|
|
2018
Q2 | $517K | Sell |
2,785
-15
| -0.5% | -$2.79K | 0.51% | 64 |
|
|
2018
Q1 | $523K | Sell |
2,800
-25
| -0.9% | -$4.67K | 0.55% | 65 |
|
|
2017
Q4 | $499K | Buy |
+2,825
| New | +$499K | 0.52% | 66 |
|