Keudell/Morrison Wealth Management’s Lineage Cell Therapeutics LCTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,105
| Closed | -$9K | – | 149 |
|
|
2020
Q2 | $9K | Hold |
10,105
| – | – | 0.01% | 141 |
|
|
2020
Q1 | $8K | Sell |
10,105
-1,600
| -14% | -$1.27K | 0.01% | 136 |
|
|
2019
Q4 | $10K | Hold |
11,705
| – | – | 0.01% | 154 |
|
|
2019
Q3 | $11K | Sell |
11,705
-7,370
| -39% | -$6.93K | 0.01% | 151 |
|
|
2019
Q2 | $19K | Hold |
19,075
| – | – | 0.02% | 142 |
|
|
2019
Q1 | $25K | Buy |
+19,075
| New | +$25K | 0.02% | 138 |
|