JFS Wealth Advisors’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-97
| Closed | -$6K | – | 540 |
|
|
2015
Q1 | $6K | Hold |
97
| – | – | ﹤0.01% | 409 |
|
|
2014
Q4 | $6K | Sell |
97
-3
| -3% | -$186 | ﹤0.01% | 432 |
|
|
2014
Q3 | $6K | Sell |
100
-2,616
| -96% | -$157K | ﹤0.01% | 380 |
|
|
2014
Q2 | $166K | Buy |
+2,716
| New | +$166K | 0.03% | 91 |
|
|
2014
Q1 | – | Sell |
-5,657
| Closed | -$287K | – | 133 |
|
|
2013
Q4 | $287K | Sell |
5,657
-4,825
| -46% | -$245K | 0.13% | 94 |
|
|
2013
Q3 | $469K | Buy |
10,482
+2,138
| +26% | +$95.7K | 0.22% | 67 |
|
|
2013
Q2 | $364K | Buy |
+8,344
| New | +$364K | 0.18% | 75 |
|