Optimum Investment Advisors’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,600
| Closed | -$110K | – | 1058 |
|
|
2018
Q3 | $110K | Hold |
2,600
| – | – | 0.03% | 385 |
|
|
2018
Q2 | $115K | Sell |
2,600
-1,600
| -38% | -$70.8K | 0.03% | 384 |
|
|
2018
Q1 | $167K | Buy |
+4,200
| New | +$167K | 0.05% | 316 |
|
|
2015
Q1 | $164K | Hold |
4,600
| – | – | 0.05% | 316 |
|
|
2014
Q4 | $173K | Buy |
4,600
+1,100
| +31% | +$41.4K | 0.06% | 291 |
|
|
2014
Q3 | $116K | Hold |
3,500
| – | – | 0.04% | 331 |
|
|
2014
Q2 | $133K | Hold |
3,500
| – | – | 0.04% | 315 |
|
|
2014
Q1 | $129K | Buy |
3,500
+2,700
| +338% | +$99.5K | 0.05% | 272 |
|
|
2013
Q4 | $27K | Hold |
800
| – | – | 0.01% | 470 |
|
|
2013
Q3 | $28K | Buy |
+800
| New | +$28K | 0.01% | 449 |
|