Penobscot Wealth Management’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,170
| Closed | -$871K | – | 79 |
|
|
2023
Q4 | $871K | Sell |
6,170
-18
| -0.3% | -$2.54K | 0.59% | 38 |
|
|
2023
Q3 | $830K | Sell |
6,188
-51
| -0.8% | -$6.84K | 0.63% | 36 |
|
|
2023
Q2 | $895K | Buy |
6,239
+102
| +2% | +$14.6K | 0.66% | 32 |
|
|
2023
Q1 | $856K | Sell |
6,137
-40
| -0.6% | -$5.58K | 0.67% | 30 |
|
|
2022
Q4 | $767K | Buy |
6,177
+209
| +4% | +$26K | 0.67% | 33 |
|
|
2022
Q3 | $714K | Buy |
5,968
+361
| +6% | +$43.2K | 0.69% | 31 |
|
|
2022
Q2 | $706K | Sell |
5,607
-11
| -0.2% | -$1.39K | 0.69% | 32 |
|
|
2022
Q1 | $801K | Sell |
5,618
-4,199
| -43% | -$599K | 0.72% | 28 |
|
|
2021
Q4 | $1.8M | Sell |
9,817
-1,096
| -10% | -$201K | 1.53% | 19 |
|
|
2021
Q3 | $1.71M | Buy |
10,913
+902
| +9% | +$141K | 1.58% | 22 |
|
|
2021
Q2 | $1.76M | Buy |
+10,011
| New | +$1.76M | 1.69% | 19 |
|