Creative Planning’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 |
-1,683
| Closed | -$21K | – | 2373 |
|
|
2020
Q4 | $21K | Hold |
1,683
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q3 | $14K | Hold |
1,683
| – | – | ﹤0.01% | 1927 |
|
|
2020
Q2 | $16K | Hold |
1,683
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q1 | $17K | Sell |
1,683
-200
| -11% | -$2.02K | ﹤0.01% | 1688 |
|
|
2019
Q4 | $27K | Buy |
1,883
+200
| +12% | +$2.87K | ﹤0.01% | 1823 |
|
|
2019
Q3 | $34K | Hold |
1,683
| – | – | ﹤0.01% | 1795 |
|
|
2019
Q2 | $38K | Hold |
1,683
| – | – | ﹤0.01% | 1811 |
|
|
2019
Q1 | $56K | Hold |
1,683
| – | – | ﹤0.01% | 1742 |
|
|
2018
Q4 | $36K | Hold |
1,683
| – | – | ﹤0.01% | 1717 |
|
|
2018
Q3 | $45K | Hold |
1,683
| – | – | ﹤0.01% | 1848 |
|
|
2018
Q2 | $48K | Hold |
1,683
| – | – | ﹤0.01% | 1822 |
|
|
2018
Q1 | $33K | Hold |
1,683
| – | – | ﹤0.01% | 1823 |
|
|
2017
Q4 | $40K | Hold |
1,683
| – | – | ﹤0.01% | 1806 |
|
|
2017
Q3 | $37K | Buy |
+1,683
| New | +$37K | ﹤0.01% | 1787 |
|
|
2015
Q2 | – | Sell |
-50
| Closed | -$2K | – | 2052 |
|
|
2015
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 3779 |
|
|
2014
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 3726 |
|
|
2014
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3576 |
|