LWM
LBA Wealth Management’s F5 FFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $98K | Sell |
690
-125
| -15% | -$17.8K | 0.05% | 146 |
|
|
2016
Q4 | $118K | Sell |
815
-100
| -11% | -$14.5K | 0.06% | 131 |
|
|
2016
Q3 | $114K | Hold |
915
| – | – | 0.06% | 144 |
|
|
2016
Q2 | $104K | Hold |
915
| – | – | 0.06% | 152 |
|
|
2016
Q1 | $97K | Sell |
915
-50
| -5% | -$5.3K | 0.06% | 154 |
|
|
2015
Q4 | $94K | Hold |
965
| – | – | 0.05% | 166 |
|
|
2015
Q3 | $112K | Hold |
965
| – | – | 0.07% | 137 |
|
|
2015
Q2 | $116K | Hold |
965
| – | – | 0.07% | 124 |
|
|
2015
Q1 | $111K | Sell |
965
-175
| -15% | -$20.1K | 0.07% | 129 |
|
|
2014
Q4 | $149K | Buy |
+1,140
| New | +$149K | 0.1% | 117 |
|