Cresset Asset Management’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,207
| Closed | -$7.09K | – | 2099 |
|
|
2024
Q2 | $7.09K | Sell |
12,207
-53,145
| -81% | -$30.9K | ﹤0.01% | 1983 |
|
|
2024
Q1 | $65.2K | Buy |
65,352
+16,204
| +33% | +$16.2K | ﹤0.01% | 1832 |
|
|
2023
Q4 | $186K | Buy |
49,148
+3,072
| +7% | +$11.6K | ﹤0.01% | 1683 |
|
|
2023
Q3 | $179K | Buy |
46,076
+1,099
| +2% | +$4.28K | ﹤0.01% | 1610 |
|
|
2023
Q2 | $203K | Buy |
+44,977
| New | +$203K | ﹤0.01% | 1597 |
|
|
2022
Q1 | – | Sell |
-7,357
| Closed | -$263K | – | 1077 |
|
|
2021
Q4 | $263K | Buy |
7,357
+3,465
| +89% | +$124K | ﹤0.01% | 932 |
|
|
2021
Q3 | $229K | Sell |
3,892
-74
| -2% | -$4.35K | ﹤0.01% | 969 |
|
|
2021
Q2 | $251K | Buy |
+3,966
| New | +$251K | ﹤0.01% | 857 |
|
|
2019
Q2 | – | Sell |
-128
| Closed | -$4K | – | 1146 |
|
|
2019
Q1 | $4K | Hold |
128
| – | – | ﹤0.01% | 1425 |
|
|
2018
Q4 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 1333 |
|