Moneta Group Investment Advisors’s Lee Enterprises LEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,290
| Closed | -$52K | – | 259 |
|
|
2020
Q1 | $52K | Buy |
+5,290
| New | +$52K | 0.01% | 231 |
|
|
2018
Q2 | – | Sell |
-6,300
| Closed | -$123K | – | 531 |
|
|
2018
Q1 | $123K | Hold |
6,300
| – | – | 0.02% | 220 |
|
|
2017
Q4 | $148K | Hold |
6,300
| – | – | 0.02% | 208 |
|
|
2017
Q3 | $139K | Hold |
6,300
| – | – | 0.02% | 195 |
|
|
2017
Q2 | $120K | Hold |
6,300
| – | – | 0.02% | 181 |
|
|
2017
Q1 | $164K | Hold |
6,300
| – | – | 0.03% | 158 |
|
|
2016
Q4 | $183K | Sell |
6,300
-1,300
| -17% | -$37.8K | 0.04% | 168 |
|
|
2016
Q3 | $285K | Hold |
7,600
| – | – | 0.06% | 108 |
|
|
2016
Q2 | $145K | Hold |
7,600
| – | – | 0.03% | 157 |
|
|
2016
Q1 | $137K | Buy |
7,600
+6,000
| +375% | +$108K | 0.03% | 162 |
|
|
2015
Q4 | $27K | Hold |
1,600
| – | – | 0.01% | 137 |
|
|
2015
Q3 | $33K | Buy |
+1,600
| New | +$33K | 0.01% | 271 |
|
|
2015
Q2 | – | Sell |
-1,600
| Closed | -$51K | – | 143 |
|
|
2015
Q1 | $51K | Hold |
1,600
| – | – | 0.02% | 139 |
|
|
2014
Q4 | $59K | Hold |
1,600
| – | – | 0.03% | 137 |
|
|
2014
Q3 | $54K | Buy |
+1,600
| New | +$54K | 0.03% | 134 |
|