LFA
Legacy Financial Advisors’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,624
| Closed | -$954K | – | 70 |
|
|
2019
Q4 | $954K | Buy |
11,624
+2,845
| +32% | +$233K | 0.3% | 34 |
|
|
2019
Q3 | $835K | Sell |
8,779
-193
| -2% | -$18.4K | 0.28% | 37 |
|
|
2019
Q2 | $794K | Sell |
8,972
-298
| -3% | -$26.4K | 0.28% | 38 |
|
|
2019
Q1 | $778K | Sell |
9,270
-2,885
| -24% | -$242K | 0.26% | 37 |
|
|
2018
Q4 | $800K | Sell |
12,155
-1,300
| -10% | -$85.6K | 0.31% | 36 |
|
|
2018
Q3 | $1.18M | Sell |
13,455
-101
| -0.7% | -$8.84K | 0.43% | 24 |
|
|
2018
Q2 | $1.41M | Buy |
13,556
+6,854
| +102% | +$712K | 0.53% | 19 |
|
|
2018
Q1 | $725K | Buy |
6,702
+2,147
| +47% | +$232K | 0.29% | 31 |
|
|
2017
Q4 | $508K | Buy |
+4,555
| New | +$508K | 0.21% | 45 |
|