LWM
LBA Wealth Management’s Perrigo PRGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $25K | Sell |
375
-2,450
| -87% | -$163K | 0.01% | 256 |
|
|
2016
Q4 | $235K | Sell |
2,825
-905
| -24% | -$75.3K | 0.13% | 97 |
|
|
2016
Q3 | $344K | Hold |
3,730
| – | – | 0.19% | 84 |
|
|
2016
Q2 | $338K | Buy |
3,730
+515
| +16% | +$46.7K | 0.19% | 82 |
|
|
2016
Q1 | $411K | Buy |
3,215
+65
| +2% | +$8.31K | 0.24% | 71 |
|
|
2015
Q4 | $456K | Buy |
3,150
+190
| +6% | +$27.5K | 0.26% | 69 |
|
|
2015
Q3 | $466K | Sell |
2,960
-200
| -6% | -$31.5K | 0.29% | 63 |
|
|
2015
Q2 | $584K | Buy |
+3,160
| New | +$584K | 0.37% | 50 |
|