Moneta Group Investment Advisors’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,750
| Closed | -$441K | – | 164 |
|
|
2015
Q1 | $441K | Hold |
6,750
| – | – | 0.19% | 92 |
|
|
2014
Q4 | $425K | Hold |
6,750
| – | – | 0.2% | 86 |
|
|
2014
Q3 | $404K | Hold |
6,750
| – | – | 0.21% | 80 |
|
|
2014
Q2 | $412K | Hold |
6,750
| – | – | 0.22% | 78 |
|
|
2014
Q1 | $365K | Hold |
6,750
| – | – | 0.22% | 77 |
|
|
2013
Q4 | $342K | Hold |
6,750
| – | – | 0.21% | 82 |
|
|
2013
Q3 | $302K | Hold |
6,750
| – | – | 0.2% | 87 |
|
|
2013
Q2 | $295K | Buy |
+6,750
| New | +$295K | 0.21% | 87 |
|