Institute for Wealth Management’s Limoneira LMNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,360
| Closed | -$401K | – | 307 |
|
|
2018
Q3 | $401K | Hold |
15,360
| – | – | 0.14% | 178 |
|
|
2018
Q2 | $378K | Hold |
15,360
| – | – | 0.12% | 183 |
|
|
2018
Q1 | $358K | Buy |
+15,360
| New | +$358K | 0.11% | 220 |
|
|
2017
Q4 | – | Sell |
-15,360
| Closed | -$356K | – | 408 |
|
|
2017
Q3 | $356K | Buy |
+15,360
| New | +$356K | 0.12% | 213 |
|