LWM
LINE
Lyons Wealth Management’s LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS LINE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,555
| Closed | -$156K | – | 69 |
|
|
2015
Q2 | $156K | Buy |
17,555
+1,392
| +9% | +$12.4K | 0.18% | 55 |
|
|
2015
Q1 | $180K | Buy |
+16,163
| New | +$180K | 0.2% | 49 |
|
|
2014
Q4 | – | Sell |
-7,851
| Closed | -$237K | – | 77 |
|
|
2014
Q3 | $237K | Buy |
7,851
+37
| +0.5% | +$1.12K | 0.25% | 51 |
|
|
2014
Q2 | $253K | Buy |
7,814
+51
| +0.7% | +$1.65K | 0.23% | 54 |
|
|
2014
Q1 | $220K | Sell |
7,763
-476
| -6% | -$13.5K | 0.19% | 56 |
|
|
2013
Q4 | $254K | Buy |
+8,239
| New | +$254K | 0.24% | 49 |
|