New England Private Wealth Advisors’s Lake Sunapee Bank Group LSBG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,985
| Closed | -$330K | – | 139 |
|
|
2016
Q4 | $330K | Hold |
13,985
| – | – | 0.11% | 90 |
|
|
2016
Q3 | $253K | Hold |
13,985
| – | – | 0.09% | 103 |
|
|
2016
Q2 | $239K | Hold |
13,985
| – | – | 0.09% | 101 |
|
|
2016
Q1 | $196K | Hold |
13,985
| – | – | 0.08% | 113 |
|
|
2015
Q4 | $196K | Hold |
13,985
| – | – | 0.08% | 116 |
|
|
2015
Q3 | $203K | Hold |
13,985
| – | – | 0.09% | 103 |
|
|
2015
Q2 | $202K | Hold |
13,985
| – | – | 0.08% | 104 |
|
|
2015
Q1 | $219K | Hold |
13,985
| – | – | 0.09% | 96 |
|
|
2014
Q4 | $215K | Hold |
13,985
| – | – | 0.08% | 97 |
|
|
2014
Q3 | $218K | Hold |
13,985
| – | – | 0.09% | 92 |
|
|
2014
Q2 | $213K | Hold |
13,985
| – | – | 0.09% | 100 |
|
|
2014
Q1 | $207K | Hold |
13,985
| – | – | 0.09% | 95 |
|
|
2013
Q4 | $213K | Hold |
13,985
| – | – | 0.1% | 87 |
|
|
2013
Q3 | $189K | Buy |
+13,985
| New | +$189K | 0.1% | 72 |
|