LPC
Loeb Partners Corp’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$271K | – | 310 |
|
|
2018
Q3 | $271K | Sell |
3,000
-3,000
| -50% | -$271K | 0.1% | 126 |
|
|
2018
Q2 | $546K | Buy |
6,000
+3,000
| +100% | +$273K | 0.14% | 118 |
|
|
2018
Q1 | $288K | Hold |
3,000
| – | – | 0.12% | 106 |
|
|
2017
Q4 | $260K | Hold |
3,000
| – | – | 0.08% | 137 |
|
|
2017
Q3 | $229K | Hold |
3,000
| – | – | 0.07% | 152 |
|
|
2017
Q2 | $220K | Buy |
+3,000
| New | +$220K | 0.06% | 154 |
|