CAPTRUST Financial Advisors’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,934
| Closed | -$41K | – | 3188 |
|
|
2022
Q2 | $41K | Buy |
2,934
+123
| +4% | +$1.72K | ﹤0.01% | 2910 |
|
|
2022
Q1 | $69K | Buy |
2,811
+2,257
| +407% | +$55.4K | ﹤0.01% | 2552 |
|
|
2021
Q4 | $20K | Buy |
554
+65
| +13% | +$2.35K | ﹤0.01% | 3282 |
|
|
2021
Q3 | $29K | Buy |
489
+25
| +5% | +$1.48K | ﹤0.01% | 2924 |
|
|
2021
Q2 | $29K | Hold |
464
| – | – | ﹤0.01% | 2862 |
|
|
2021
Q1 | $24K | Sell |
464
-112
| -19% | -$5.79K | ﹤0.01% | 2892 |
|
|
2020
Q4 | $36K | Buy |
576
+56
| +11% | +$3.5K | ﹤0.01% | 1978 |
|
|
2020
Q3 | $28K | Buy |
520
+81
| +18% | +$4.36K | ﹤0.01% | 1838 |
|
|
2020
Q2 | $19K | Buy |
+439
| New | +$19K | ﹤0.01% | 1959 |
|