Creative Planning’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,830
| Closed | -$230K | – | 1984 |
|
|
2019
Q4 | $230K | Sell |
3,830
-257
| -6% | -$15.4K | ﹤0.01% | 1554 |
|
|
2019
Q3 | $210K | Sell |
4,087
-43
| -1% | -$2.21K | ﹤0.01% | 1577 |
|
|
2019
Q2 | $207K | Buy |
+4,130
| New | +$207K | ﹤0.01% | 1592 |
|
|
2018
Q4 | – | Sell |
-4,996
| Closed | -$211K | – | 1984 |
|
|
2018
Q3 | $211K | Sell |
4,996
-110
| -2% | -$4.65K | ﹤0.01% | 1627 |
|
|
2018
Q2 | $226K | Buy |
+5,106
| New | +$226K | ﹤0.01% | 1548 |
|
|
2018
Q1 | – | Sell |
-5,446
| Closed | -$234K | – | 2029 |
|
|
2017
Q4 | $234K | Buy |
5,446
+242
| +5% | +$10.4K | ﹤0.01% | 1496 |
|
|
2017
Q3 | $214K | Buy |
5,204
+2,460
| +90% | +$101K | ﹤0.01% | 1553 |
|
|
2017
Q2 | $112K | Sell |
2,744
-75
| -3% | -$3.06K | ﹤0.01% | 1899 |
|
|
2017
Q1 | $109K | Sell |
2,819
-426
| -13% | -$16.5K | ﹤0.01% | 1886 |
|
|
2016
Q4 | $128K | Buy |
3,245
+564
| +21% | +$22.2K | ﹤0.01% | 1684 |
|
|
2016
Q3 | $108K | Sell |
2,681
-300
| -10% | -$12.1K | ﹤0.01% | 1789 |
|
|
2016
Q2 | $118K | Hold |
2,981
| – | – | ﹤0.01% | 1560 |
|
|
2016
Q1 | $100K | Sell |
2,981
-723
| -20% | -$24.3K | ﹤0.01% | 1631 |
|
|
2015
Q4 | $115K | Sell |
3,704
-962
| -21% | -$29.9K | ﹤0.01% | 1540 |
|
|
2015
Q3 | $147K | Buy |
+4,666
| New | +$147K | ﹤0.01% | 1352 |
|
|
2015
Q2 | – | Sell |
-4,382
| Closed | -$156K | – | 3338 |
|
|
2015
Q1 | $156K | Buy |
4,382
+546
| +14% | +$19.4K | ﹤0.01% | 1315 |
|
|
2014
Q4 | $144K | Sell |
3,836
-63
| -2% | -$2.37K | ﹤0.01% | 1330 |
|
|
2014
Q3 | $130K | Buy |
3,899
+463
| +13% | +$15.4K | ﹤0.01% | 1299 |
|
|
2014
Q2 | $130K | Buy |
3,436
+352
| +11% | +$13.3K | ﹤0.01% | 1259 |
|
|
2014
Q1 | $114K | Buy |
3,084
+400
| +15% | +$14.8K | ﹤0.01% | 1323 |
|
|
2013
Q4 | $91K | Buy |
2,684
+544
| +25% | +$18.4K | ﹤0.01% | 1246 |
|
|
2013
Q3 | $76K | Sell |
2,140
-700
| -25% | -$24.9K | ﹤0.01% | 1285 |
|
|
2013
Q2 | $105K | Buy |
+2,840
| New | +$105K | ﹤0.01% | 966 |
|