Mark Sheptoff Financial Planning’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-415
| Closed | -$25K | – | 396 |
|
|
2019
Q4 | $25K | Hold |
415
| – | – | 0.02% | 196 |
|
|
2019
Q3 | $21K | Buy |
415
+215
| +108% | +$10.9K | 0.01% | 209 |
|
|
2019
Q2 | $10K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $8K | Hold |
200
| – | – | 0.01% | 260 |
|
|
2018
Q3 | $8K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | 0.01% | 293 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | 0.01% | 314 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $8K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2017
Q2 | $8K | Sell |
200
-1
| -0.5% | -$40 | 0.01% | 289 |
|
|
2017
Q1 | $8K | Buy |
201
+1
| +0.5% | +$40 | 0.01% | 289 |
|
|
2016
Q4 | $8K | Hold |
200
| – | – | 0.01% | 279 |
|
|
2016
Q3 | $8K | Hold |
200
| – | – | 0.01% | 272 |
|
|
2016
Q2 | $8K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2016
Q1 | $7K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2015
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2015
Q3 | $6K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2015
Q1 | $7K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2014
Q3 | $7K | Hold |
200
| – | – | 0.01% | 293 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2014
Q1 | $7K | Buy |
+200
| New | +$7K | 0.01% | 303 |
|