Envestnet Asset Management’s Lifeway Foods LWAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-855
| Closed | -$16K | – | 2255 |
|
|
2014
Q4 | $16K | Sell |
855
-226
| -21% | -$4.23K | ﹤0.01% | 1824 |
|
|
2014
Q3 | $15K | Sell |
1,081
-147
| -12% | -$2.04K | ﹤0.01% | 1982 |
|
|
2014
Q2 | $17K | Hold |
1,228
| – | – | ﹤0.01% | 1820 |
|
|
2014
Q1 | $18K | Buy |
1,228
+42
| +4% | +$616 | ﹤0.01% | 1681 |
|
|
2013
Q4 | $19K | Buy |
1,186
+226
| +24% | +$3.62K | ﹤0.01% | 1522 |
|
|
2013
Q3 | $13K | Buy |
+960
| New | +$13K | ﹤0.01% | 1613 |
|