Creative Planning’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-607
| Closed | -$7K | – | 2845 |
|
|
2017
Q2 | $7K | Hold |
607
| – | – | ﹤0.01% | 3777 |
|
|
2017
Q1 | $4K | Hold |
607
| – | – | ﹤0.01% | 3993 |
|
|
2016
Q4 | $5K | Hold |
607
| – | – | ﹤0.01% | 3875 |
|
|
2016
Q3 | $5K | Buy |
+607
| New | +$5K | ﹤0.01% | 3791 |
|
|
2016
Q2 | – | Sell |
-38,262
| Closed | -$224K | – | 4277 |
|
|
2016
Q1 | $224K | Buy |
38,262
+38,062
| +19,031% | +$223K | ﹤0.01% | 1151 |
|
|
2015
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 4100 |
|
|
2015
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 3878 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$2K | – | 2073 |
|
|
2015
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 3780 |
|
|
2014
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3627 |
|
|
2013
Q4 | – | Sell |
-750
| Closed | -$7K | – | 3394 |
|
|
2013
Q3 | $7K | Buy |
+750
| New | +$7K | ﹤0.01% | 2616 |
|