Evermay Wealth Management’s Lite Strategy, Inc. Common Stock LITS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312 | Hold |
126
| – | – | ﹤0.01% | 544 |
|
|
2025
Q1 | $276 | Hold |
126
| – | – | ﹤0.01% | 556 |
|
|
2024
Q4 | $310 | Hold |
126
| – | – | ﹤0.01% | 548 |
|
|
2024
Q3 | $360 | Hold |
126
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $367 | Hold |
126
| – | – | ﹤0.01% | 580 |
|
|
2024
Q1 | $504 | Buy |
+126
| New | +$504 | ﹤0.01% | 576 |
|
|
2023
Q2 | – | Sell |
-48
| Closed | -$218 | – | 561 |
|
|
2023
Q1 | $218 | Buy |
+48
| New | +$218 | ﹤0.01% | 520 |
|