Concert Wealth Management’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-8,580
| Closed | -$365K | – | 725 |
|
|
2015
Q1 | $365K | Buy |
8,580
+2,771
| +48% | +$118K | 0.1% | 257 |
|
|
2014
Q4 | $364K | Buy |
5,809
+88
| +2% | +$5.51K | 0.06% | 396 |
|
|
2014
Q3 | $340K | Sell |
5,721
-313
| -5% | -$18.6K | 0.05% | 357 |
|
|
2014
Q2 | $354K | Buy |
6,034
+296
| +5% | +$17.4K | 0.04% | 374 |
|
|
2014
Q1 | $306K | Sell |
5,738
-137
| -2% | -$7.31K | 0.04% | 402 |
|
|
2013
Q4 | $295K | Buy |
5,875
+423
| +8% | +$21.2K | 0.04% | 384 |
|
|
2013
Q3 | $243K | Sell |
5,452
-51
| -0.9% | -$2.27K | 0.03% | 429 |
|
|
2013
Q2 | $240K | Buy |
+5,503
| New | +$240K | 0.04% | 399 |
|