LWM
LO
LBA Wealth Management’s LORILLARD INC COM STK LO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-1,170
| Closed | -$76K | – | 344 |
|
2015
Q1 | $76K | Hold |
1,170
| – | – | 0.05% | 152 |
|
2014
Q4 | $74K | Sell |
1,170
-3,420
| -75% | -$216K | 0.05% | 154 |
|
2014
Q3 | $275K | Buy |
4,590
+1,500
| +49% | +$89.9K | 0.19% | 64 |
|
2014
Q2 | $188K | Sell |
3,090
-1,500
| -33% | -$91.3K | 0.15% | 84 |
|
2014
Q1 | $248K | Hold |
4,590
| – | – | 0.2% | 72 |
|
2013
Q4 | $233K | Buy |
+4,590
| New | +$233K | 0.19% | 69 |
|