FFSOTS
LPT
Fiduciary Financial Services of The Southwest’s Liberty Property Trust LPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-16,686
| Closed | -$673K | – | 150 |
|
|
2016
Q3 | $673K | Buy |
16,686
+255
| +2% | +$10.3K | 0.22% | 109 |
|
|
2016
Q2 | $653K | Buy |
16,431
+370
| +2% | +$14.7K | 0.21% | 111 |
|
|
2016
Q1 | $537K | Sell |
16,061
-430
| -3% | -$14.4K | 0.19% | 109 |
|
|
2015
Q4 | $512K | Hold |
16,491
| – | – | 0.18% | 109 |
|
|
2015
Q3 | $520K | Buy |
16,491
+435
| +3% | +$13.7K | 0.18% | 110 |
|
|
2015
Q2 | $517K | Sell |
16,056
-2,175
| -12% | -$70K | 0.16% | 119 |
|
|
2015
Q1 | $651K | Hold |
18,231
| – | – | 0.19% | 110 |
|
|
2014
Q4 | $686K | Sell |
18,231
-300
| -2% | -$11.3K | 0.2% | 110 |
|
|
2014
Q3 | $616K | Sell |
18,531
-250
| -1% | -$8.31K | 0.17% | 112 |
|
|
2014
Q2 | $712K | Hold |
18,781
| – | – | 0.2% | 107 |
|
|
2014
Q1 | $694K | Hold |
18,781
| – | – | 0.21% | 100 |
|
|
2013
Q4 | $636K | Hold |
18,781
| – | – | 0.2% | 102 |
|
|
2013
Q3 | $669K | Buy |
18,781
+2,980
| +19% | +$106K | 0.22% | 98 |
|
|
2013
Q2 | $584K | Buy |
+15,801
| New | +$584K | 0.19% | 101 |
|