FPA
Fieldpoint Private Advisors’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-76,520
| Closed | -$783K | – | 64 |
|
|
2015
Q1 | $783K | Sell |
76,520
-76,555
| -50% | -$783K | 0.48% | 55 |
|
|
2014
Q4 | $2.16M | Sell |
153,075
-550
| -0.4% | -$7.75K | 1.4% | 35 |
|
|
2014
Q3 | $1.93M | Buy |
153,625
+21,420
| +16% | +$270K | 1.25% | 41 |
|
|
2014
Q2 | $1.34M | Sell |
132,205
-9,550
| -7% | -$96.9K | 0.81% | 46 |
|
|
2014
Q1 | $1.71M | Hold |
141,755
| – | – | 1.02% | 42 |
|
|
2013
Q4 | $2.1M | Sell |
141,755
-450
| -0.3% | -$6.67K | 1.21% | 38 |
|
|
2013
Q3 | $1.34M | Sell |
142,205
-23,545
| -14% | -$222K | 0.82% | 55 |
|
|
2013
Q2 | $1.48M | Buy |
+165,750
| New | +$1.48M | 0.91% | 50 |
|