Pathstone Family Office’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $210K | Buy |
54,101
+35,708
| +194% | +$139K | ﹤0.01% | 1490 |
|
|
2023
Q2 | $83.1K | Sell |
18,393
-6,247
| -25% | -$28.2K | ﹤0.01% | 1200 |
|
|
2023
Q1 | $109K | Sell |
24,640
-50,302
| -67% | -$222K | ﹤0.01% | 1127 |
|
|
2022
Q4 | $732K | Buy |
74,942
+23,711
| +46% | +$232K | 0.01% | 926 |
|
|
2022
Q3 | $482K | Buy |
+51,231
| New | +$482K | ﹤0.01% | 1083 |
|
|
2022
Q2 | – | Sell |
-18,393
| Closed | -$449K | – | 1093 |
|
|
2022
Q1 | $449K | Buy |
18,393
+9,675
| +111% | +$236K | 0.01% | 587 |
|
|
2021
Q4 | $311K | Buy |
+8,718
| New | +$311K | 0.01% | 702 |
|