LWM
GAP
Lyons Wealth Management’s The Gap, Inc. GAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-30,404
| Closed | -$753K | – | 61 |
|
|
2015
Q4 | $753K | Buy |
30,404
+4,838
| +19% | +$120K | 0.96% | 29 |
|
|
2015
Q3 | $730K | Buy |
25,566
+733
| +3% | +$20.9K | 0.94% | 29 |
|
|
2015
Q2 | $948K | Sell |
24,833
-19
| -0.1% | -$725 | 1.08% | 20 |
|
|
2015
Q1 | $1.08M | Sell |
24,852
-5,459
| -18% | -$236K | 1.17% | 24 |
|
|
2014
Q4 | $1.27M | Buy |
30,311
+6,080
| +25% | +$255K | 1.33% | 9 |
|
|
2014
Q3 | $1.01M | Buy |
24,231
+1,722
| +8% | +$71.6K | 1.07% | 26 |
|
|
2014
Q2 | $935K | Buy |
+22,509
| New | +$935K | 0.83% | 34 |
|