LAM
Lebenthal Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.91M | Sell |
32,789
-1,052
| -3% | -$93.5K | 0.36% | 84 |
|
|
2016
Q4 | $2.64M | Sell |
33,841
-340
| -1% | -$26.5K | 0.34% | 90 |
|
|
2016
Q3 | $2.83M | Sell |
34,181
-4,620
| -12% | -$382K | 0.37% | 76 |
|
|
2016
Q2 | $2.88M | Buy |
38,801
+30,063
| +344% | +$2.23M | 0.37% | 79 |
|
|
2016
Q1 | $668K | Buy |
+8,738
| New | +$668K | 0.27% | 58 |
|