Charles Schwab’s Lee Enterprises LEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,545
| Closed | -$20K | – | 3507 |
|
2020
Q4 | $20K | Hold |
1,545
| – | – | ﹤0.01% | 3375 |
|
2020
Q3 | $13K | Hold |
1,545
| – | – | ﹤0.01% | 3327 |
|
2020
Q2 | $16K | Sell |
1,545
-11,121
| -88% | -$115K | ﹤0.01% | 3303 |
|
2020
Q1 | $125K | Hold |
12,666
| – | – | ﹤0.01% | 3086 |
|
2019
Q4 | $180K | Hold |
12,666
| – | – | ﹤0.01% | 3051 |
|
2019
Q3 | $259K | Hold |
12,666
| – | – | ﹤0.01% | 2998 |
|
2019
Q2 | $284K | Buy |
12,666
+11,121
| +720% | +$249K | ﹤0.01% | 3033 |
|
2019
Q1 | $51K | Hold |
1,545
| – | – | ﹤0.01% | 3120 |
|
2018
Q4 | $33K | Hold |
1,545
| – | – | ﹤0.01% | 3139 |
|
2018
Q3 | $41K | Buy |
+1,545
| New | +$41K | ﹤0.01% | 3129 |
|
2015
Q2 | – | Sell |
-7,860
| Closed | -$250K | – | 3106 |
|
2015
Q1 | $250K | Hold |
7,860
| – | – | ﹤0.01% | 2896 |
|
2014
Q4 | $290K | Hold |
7,860
| – | – | ﹤0.01% | 2854 |
|
2014
Q3 | $266K | Hold |
7,860
| – | – | ﹤0.01% | 2853 |
|
2014
Q2 | $350K | Buy |
+7,860
| New | +$350K | ﹤0.01% | 2790 |
|