Hillsdale Investment Management’s Lifeway Foods LWAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-41,693
| Closed | -$1.08M | – | 637 |
|
2024
Q3 | $1.08M | Sell |
41,693
-166,617
| -80% | -$4.32M | 0.08% | 219 |
|
2024
Q2 | $2.66M | Sell |
208,310
-38,170
| -15% | -$487K | 0.21% | 173 |
|
2024
Q1 | $4.24M | Buy |
246,480
+11,383
| +5% | +$196K | 0.34% | 106 |
|
2023
Q4 | $3.15M | Buy |
235,097
+31,813
| +16% | +$427K | 0.26% | 150 |
|
2023
Q3 | $2.1M | Buy |
+203,284
| New | +$2.1M | 0.19% | 171 |
|