LVW Advisors’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-25,000
| Closed | -$115K | – | 201 |
|
|
2020
Q3 | $115K | Hold |
25,000
| – | – | 0.03% | 194 |
|
|
2020
Q2 | $122K | Sell |
25,000
-600
| -2% | -$2.93K | 0.03% | 194 |
|
|
2020
Q1 | $106K | Buy |
25,600
+5,289
| +26% | +$21.9K | 0.03% | 159 |
|
|
2019
Q4 | $130K | Buy |
20,311
+311
| +2% | +$1.99K | 0.03% | 177 |
|
|
2019
Q3 | $105K | Hold |
20,000
| – | – | 0.03% | 167 |
|
|
2019
Q2 | $149K | Buy |
+20,000
| New | +$149K | 0.04% | 162 |
|