LWM
LBA Wealth Management’s NetApp NTAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-300
| Closed | -$11K | – | 327 |
|
|
2015
Q1 | $11K | Hold |
300
| – | – | 0.01% | 230 |
|
|
2014
Q4 | $12K | Sell |
300
-3,300
| -92% | -$132K | 0.01% | 223 |
|
|
2014
Q3 | $155K | Hold |
3,600
| – | – | 0.11% | 103 |
|
|
2014
Q2 | $131K | Buy |
+3,600
| New | +$131K | 0.11% | 117 |
|