BSW Wealth Partners’s Levi Strauss LEVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,116
| Closed | -$257K | – | 302 |
|
|
2023
Q1 | $257K | Sell |
14,116
-209
| -1% | -$3.81K | 0.05% | 246 |
|
|
2022
Q4 | $222K | Buy |
14,325
+1,481
| +12% | +$23K | 0.05% | 259 |
|
|
2022
Q3 | $186K | Buy |
12,844
+747
| +6% | +$10.8K | 0.05% | 255 |
|
|
2022
Q2 | $197K | Buy |
+12,097
| New | +$197K | 0.05% | 262 |
|