EWM
Elite Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-17,900
| Closed | -$828K | – | 56 |
|
|
2018
Q1 | $828K | Hold |
17,900
| – | – | 0.68% | 31 |
|
|
2017
Q4 | $868K | Buy |
+17,900
| New | +$868K | 0.73% | 31 |
|
|
2016
Q3 | $1.05M | Buy |
29,700
+9,900
| +50% | +$351K | 1.72% | 13 |
|
|
2016
Q2 | $930K | Hold |
19,800
| – | – | 1.53% | 19 |
|
|
2016
Q1 | $906K | Hold |
19,800
| – | – | 1.28% | 25 |
|
|
2015
Q4 | $923K | Hold |
19,800
| – | – | 1.37% | 24 |
|
|
2015
Q3 | $893K | Hold |
19,800
| – | – | 1.4% | 25 |
|
|
2015
Q2 | $858K | Hold |
19,800
| – | – | 0.89% | 36 |
|
|
2015
Q1 | $803K | Hold |
19,800
| – | – | 0.71% | 44 |
|
|
2014
Q4 | $860K | Hold |
19,800
| – | – | 0.82% | 31 |
|
|
2014
Q3 | $743K | Hold |
19,800
| – | – | 0.67% | 29 |
|
|
2014
Q2 | $756K | Sell |
19,800
-19,800
| -50% | -$756K | 0.75% | 36 |
|
|
2014
Q1 | $1.59M | Buy |
39,600
+13,600
| +52% | +$547K | 1.29% | 16 |
|
|
2013
Q4 | $1.01M | Hold |
26,000
| – | – | 0.74% | 39 |
|
|
2013
Q3 | $849K | Hold |
26,000
| – | – | 0.75% | 32 |
|
|
2013
Q2 | $722K | Buy |
+26,000
| New | +$722K | 1.06% | 30 |
|