D.A. Davidson & Co’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,055
| Closed | -$298K | – | 1290 |
|
|
2021
Q3 | $298K | Buy |
5,055
+356
| +8% | +$21K | ﹤0.01% | 1016 |
|
|
2021
Q2 | $297K | Buy |
4,699
+284
| +6% | +$18K | ﹤0.01% | 999 |
|
|
2021
Q1 | $233K | Buy |
4,415
+365
| +9% | +$19.3K | ﹤0.01% | 1045 |
|
|
2020
Q4 | $252K | Buy |
+4,050
| New | +$252K | ﹤0.01% | 908 |
|
|
2020
Q1 | – | Sell |
-22,657
| Closed | -$838K | – | 1033 |
|
|
2019
Q4 | $838K | Sell |
22,657
-138
| -0.6% | -$5.1K | 0.01% | 551 |
|
|
2019
Q3 | $814K | Buy |
+22,795
| New | +$814K | 0.01% | 529 |
|
|
2018
Q4 | – | Sell |
-16,321
| Closed | -$424K | – | 1140 |
|
|
2018
Q3 | $424K | Buy |
+16,321
| New | +$424K | 0.01% | 774 |
|