LWM
LO
Lyons Wealth Management’s LORILLARD INC COM STK LO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-16,616
| Closed | -$998K | – | 79 |
|
|
2014
Q3 | $998K | Sell |
16,616
-310
| -2% | -$18.6K | 1.06% | 27 |
|
|
2014
Q2 | $1.03M | Buy |
16,926
+2,246
| +15% | +$137K | 0.92% | 18 |
|
|
2014
Q1 | $792K | Buy |
14,680
+3,469
| +31% | +$187K | 0.69% | 23 |
|
|
2013
Q4 | $568K | Buy |
11,211
+3,098
| +38% | +$157K | 0.53% | 29 |
|
|
2013
Q3 | $365K | Buy |
8,113
+1,866
| +30% | +$84K | 0.33% | 25 |
|
|
2013
Q2 | $275K | Buy |
+6,247
| New | +$275K | 0.28% | 41 |
|