IHWM
Iron Horse Wealth Management’s Levi Strauss LEVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,500
| Closed | -$98.1K | – | 518 |
|
|
2024
Q3 | $98.1K | Hold |
4,500
| – | – | 0.03% | 68 |
|
|
2024
Q2 | $86.8K | Hold |
4,500
| – | – | 0.03% | 67 |
|
|
2024
Q1 | $90K | Hold |
4,500
| – | – | 0.04% | 63 |
|
|
2023
Q4 | $74.4K | Hold |
4,500
| – | – | 0.03% | 67 |
|
|
2023
Q3 | $61.1K | Hold |
4,500
| – | – | 0.03% | 71 |
|
|
2023
Q2 | $64.9K | Hold |
4,500
| – | – | 0.03% | 68 |
|
|
2023
Q1 | $82K | Hold |
4,500
| – | – | 0.04% | 63 |
|
|
2022
Q4 | $70K | Sell |
4,500
-200
| -4% | -$3.11K | 0.04% | 65 |
|
|
2022
Q3 | $68K | Hold |
4,700
| – | – | 0.1% | 35 |
|
|
2022
Q2 | $77K | Buy |
4,700
+200
| +4% | +$3.28K | 0.04% | 58 |
|
|
2022
Q1 | $89K | Buy |
+4,500
| New | +$89K | 0.05% | 59 |
|