Focused Wealth Management’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,105
| Closed | -$120K | – | 767 |
|
|
2020
Q2 | $120K | Hold |
1,105
| – | – | 0.03% | 197 |
|
|
2020
Q1 | $90K | Hold |
1,105
| – | – | 0.03% | 216 |
|
|
2019
Q4 | $152K | Buy |
1,105
+50
| +5% | +$6.88K | 0.04% | 196 |
|
|
2019
Q3 | $124K | Hold |
1,055
| – | – | 0.03% | 204 |
|
|
2019
Q2 | $147K | Hold |
1,055
| – | – | 0.04% | 182 |
|
|
2019
Q1 | $143K | Hold |
1,055
| – | – | 0.04% | 161 |
|
|
2018
Q4 | $130K | Hold |
1,055
| – | – | 0.04% | 190 |
|
|
2018
Q3 | $153K | Hold |
1,055
| – | – | 0.05% | 181 |
|
|
2018
Q2 | $196K | Hold |
1,055
| – | – | 0.07% | 154 |
|
|
2018
Q1 | $196K | Hold |
1,055
| – | – | 0.06% | 157 |
|
|
2017
Q4 | $186K | Buy |
+1,055
| New | +$186K | 0.06% | 165 |
|
|
2017
Q3 | – | Sell |
-755
| Closed | -$107K | – | 676 |
|
|
2017
Q2 | $107K | Hold |
755
| – | – | 0.04% | 213 |
|
|
2017
Q1 | $107K | Sell |
755
-1,000
| -57% | -$142K | 0.04% | 210 |
|
|
2016
Q4 | $232K | Sell |
1,755
-100
| -5% | -$13.2K | 0.1% | 128 |
|
|
2016
Q3 | $225K | Buy |
1,855
+5
| +0.3% | +$606 | 0.1% | 128 |
|
|
2016
Q2 | $188K | Buy |
+1,850
| New | +$188K | 0.09% | 141 |
|