Heritage Wealth Advisors’s Live Nation Entertainment LYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-230
| Closed | -$19.1K | – | 582 |
|
|
2023
Q3 | $19.1K | Hold |
230
| – | – | ﹤0.01% | 385 |
|
|
2023
Q2 | $21K | Hold |
230
| – | – | ﹤0.01% | 397 |
|
|
2023
Q1 | $16.1K | Sell |
230
-230
| -50% | -$16.1K | ﹤0.01% | 412 |
|
|
2022
Q4 | $32.1K | Hold |
460
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $35K | Hold |
460
| – | – | ﹤0.01% | 329 |
|
|
2022
Q2 | $38K | Hold |
460
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $54K | Hold |
460
| – | – | ﹤0.01% | 311 |
|
|
2021
Q4 | $55K | Hold |
460
| – | – | ﹤0.01% | 323 |
|
|
2021
Q3 | $41.9K | Sell |
460
-8,050
| -95% | -$734K | ﹤0.01% | 332 |
|
|
2021
Q2 | $745K | Sell |
8,510
-7,650
| -47% | -$670K | 0.05% | 109 |
|
|
2021
Q1 | $1.37M | Hold |
16,160
| – | – | 0.08% | 71 |
|
|
2020
Q4 | $1.19M | Buy |
16,160
+15,700
| +3,413% | +$1.15M | 0.07% | 82 |
|
|
2020
Q3 | $24.8K | Hold |
460
| – | – | ﹤0.01% | 333 |
|
|
2020
Q2 | $20.4K | Hold |
460
| – | – | ﹤0.01% | 331 |
|
|
2020
Q1 | $20.9K | Sell |
460
-1
| -0.2% | -$45 | ﹤0.01% | 320 |
|
|
2019
Q4 | $32.9K | Buy |
+461
| New | +$32.9K | ﹤0.01% | 335 |
|