LWA
Lantern Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-550
| Closed | -$278K | – | 140 |
|
2024
Q3 | $278K | Hold |
550
| – | – | 0.19% | 101 |
|
2024
Q2 | $268K | Sell |
550
-50
| -8% | -$24.4K | 0.19% | 98 |
|
2024
Q1 | $324K | Buy |
600
+50
| +9% | +$27K | 0.23% | 96 |
|
2023
Q4 | $305K | Buy |
+550
| New | +$305K | 0.24% | 88 |
|