KWB Wealth’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,507
| Closed | -$276K | – | 112 |
|
|
2022
Q1 | $276K | Hold |
1,507
| – | – | 0.05% | 77 |
|
|
2021
Q4 | $276K | Buy |
1,507
+4
| +0.3% | +$733 | 0.05% | 77 |
|
|
2021
Q3 | $235K | Buy |
1,503
+5
| +0.3% | +$782 | 0.04% | 77 |
|
|
2021
Q2 | $271K | Hold |
1,498
| – | – | 0.05% | 71 |
|
|
2021
Q1 | $271K | Buy |
+1,498
| New | +$271K | 0.05% | 72 |
|