LAM
Lebenthal Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.73M | Buy |
20,913
+2,356
| +13% | +$308K | 0.34% | 89 |
|
|
2016
Q4 | $2M | Sell |
18,557
-4
| -0% | -$430 | 0.26% | 119 |
|
|
2016
Q3 | $2.35M | Buy |
18,561
+15,350
| +478% | +$1.94M | 0.3% | 109 |
|
|
2016
Q2 | $344K | Buy |
+3,211
| New | +$344K | 0.04% | 273 |
|