EP Wealth Advisors’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,765
| Closed | -$545K | – | 877 |
|
|
2024
Q1 | $545K | Buy |
3,765
+36
| +1% | +$5.22K | 0.01% | 495 |
|
|
2023
Q4 | $527K | Buy |
+3,729
| New | +$527K | 0.01% | 478 |
|
|
2022
Q1 | – | Sell |
-1,243
| Closed | -$227K | – | 650 |
|
|
2021
Q4 | $227K | Buy |
+1,243
| New | +$227K | 0.01% | 510 |
|
|
2021
Q3 | – | Sell |
-1,230
| Closed | -$216K | – | 550 |
|
|
2021
Q2 | $216K | Buy |
1,230
+9
| +0.7% | +$1.58K | 0.01% | 499 |
|
|
2021
Q1 | $221K | Buy |
+1,221
| New | +$221K | 0.01% | 456 |
|
|
2020
Q1 | – | Sell |
-1,497
| Closed | -$205K | – | 406 |
|
|
2019
Q4 | $205K | Buy |
+1,497
| New | +$205K | 0.01% | 392 |
|
|
2019
Q3 | – | Sell |
-1,511
| Closed | -$210K | – | 363 |
|
|
2019
Q2 | $210K | Buy |
+1,511
| New | +$210K | 0.01% | 292 |
|