FMWA
Forvis Mazars Wealth Advisors’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,434
| Closed | -$452K | – | 235 |
|
|
2018
Q2 | $452K | Sell |
2,434
-108
| -4% | -$20.1K | 0.04% | 151 |
|
|
2018
Q1 | $473K | Sell |
2,542
-203
| -7% | -$37.8K | 0.05% | 151 |
|
|
2017
Q4 | $485K | Buy |
2,745
+374
| +16% | +$66.1K | 0.05% | 155 |
|
|
2017
Q3 | $410K | Sell |
2,371
-247
| -9% | -$42.7K | 0.05% | 149 |
|
|
2017
Q2 | $372K | Hold |
2,618
| – | – | 0.04% | 161 |
|
|
2017
Q1 | $371K | Buy |
2,618
+167
| +7% | +$23.7K | 0.05% | 149 |
|
|
2016
Q4 | $324K | Buy |
2,451
+17
| +0.7% | +$2.25K | 0.04% | 148 |
|
|
2016
Q3 | $295K | Buy |
2,434
+223
| +10% | +$27K | 0.04% | 146 |
|
|
2016
Q2 | $225K | Buy |
2,211
+253
| +13% | +$25.7K | 0.03% | 174 |
|
|
2016
Q1 | $218K | Buy |
1,958
+98
| +5% | +$10.9K | 0.03% | 177 |
|
|
2015
Q4 | $228K | Buy |
+1,860
| New | +$228K | 0.03% | 167 |
|