LWM
LBA Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $89K | Hold |
1,000
| – | – | 0.05% | 156 |
|
|
2016
Q4 | $78K | Hold |
1,000
| – | – | 0.04% | 161 |
|
|
2016
Q3 | $83K | Hold |
1,000
| – | – | 0.05% | 164 |
|
|
2016
Q2 | $74K | Sell |
1,000
-320
| -24% | -$23.7K | 0.04% | 173 |
|
|
2016
Q1 | $101K | Sell |
1,320
-1,200
| -48% | -$91.8K | 0.06% | 149 |
|
|
2015
Q4 | $195K | Hold |
2,520
| – | – | 0.11% | 118 |
|
|
2015
Q3 | $176K | Buy |
2,520
+2,400
| +2,000% | +$168K | 0.11% | 113 |
|
|
2015
Q2 | $8K | Hold |
120
| – | – | 0.01% | 257 |
|
|
2015
Q1 | $8K | Buy |
120
+90
| +300% | +$6K | 0.01% | 246 |
|
|
2014
Q4 | $8K | Hold |
30
| – | – | 0.01% | 241 |
|
|
2014
Q3 | $6K | Hold |
30
| – | – | ﹤0.01% | 326 |
|
|
2014
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 224 |
|
|
2014
Q1 | $6K | Sell |
30
-580
| -95% | -$116K | ﹤0.01% | 223 |
|
|
2013
Q4 | $136K | Buy |
+610
| New | +$136K | 0.11% | 95 |
|