Concert Wealth Management’s Lear LEA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-6,630
| Closed | -$746K | – | 702 |
|
2016
Q1 | $746K | Buy |
+6,630
| New | +$746K | 0.1% | 260 |
|
2015
Q3 | – | Sell |
-3,397
| Closed | -$381K | – | 712 |
|
2015
Q2 | $381K | Buy |
+3,397
| New | +$381K | 0.05% | 425 |
|
2015
Q1 | – | Sell |
-3,390
| Closed | -$336K | – | 565 |
|
2014
Q4 | $336K | Buy |
+3,390
| New | +$336K | 0.05% | 421 |
|