PF
Phoenix Financial’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-438,772
| Closed | -$1.98M | – | 319 |
|
|
2023
Q2 | $1.98M | Buy |
438,772
+4,177
| +1% | +$18.9K | 0.04% | 163 |
|
|
2023
Q1 | $1.92M | Buy |
+434,595
| New | +$1.92M | 0.04% | 146 |
|
|
2022
Q4 | – | Sell |
-76,578
| Closed | -$741K | – | 307 |
|
|
2022
Q3 | $741K | Buy |
+76,578
| New | +$741K | 0.02% | 214 |
|
|
2022
Q1 | – | Sell |
-34,349
| Closed | -$1.24M | – | 423 |
|
|
2021
Q4 | $1.24M | Buy |
+34,349
| New | +$1.24M | 0.02% | 228 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 419 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 361 |
|
|
2020
Q4 | – | Sell |
-35,271
| Closed | -$1.73M | – | 400 |
|
|
2020
Q3 | $1.73M | Buy |
+35,271
| New | +$1.73M | 0.07% | 170 |
|
|
2020
Q1 | – | Sell |
-74,449
| Closed | -$2.72M | – | 318 |
|
|
2019
Q4 | $2.72M | Sell |
74,449
-20,205
| -21% | -$738K | 0.11% | 126 |
|
|
2019
Q3 | $3.32M | Buy |
+94,654
| New | +$3.32M | 0.16% | 108 |
|