Perigon Wealth Management’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-358
| Closed | -$57K | – | 789 |
|
|
2020
Q4 | $57K | Buy |
+358
| New | +$57K | 0.01% | 702 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$47K | – | 452 |
|
|
2018
Q1 | $47K | Hold |
250
| – | – | 0.02% | 315 |
|
|
2017
Q4 | $44K | Hold |
250
| – | – | 0.02% | 307 |
|
|
2017
Q3 | $43K | Hold |
250
| – | – | 0.01% | 358 |
|
|
2017
Q2 | $36K | Sell |
250
-8
| -3% | -$1.15K | 0.01% | 404 |
|
|
2017
Q1 | $37K | Buy |
258
+8
| +3% | +$1.15K | 0.01% | 417 |
|
|
2016
Q4 | $36K | Hold |
250
| – | – | 0.01% | 394 |
|
|
2016
Q3 | $30K | Hold |
250
| – | – | 0.01% | 353 |
|
|
2016
Q2 | $25K | Buy |
+250
| New | +$25K | 0.01% | 322 |
|