Private Wealth Partners’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-17,950
| Closed | -$1.08M | – | 180 |
|
|
2014
Q3 | $1.08M | Hold |
17,950
| – | – | 0.24% | 94 |
|
|
2014
Q2 | $1.09M | Hold |
17,950
| – | – | 0.24% | 89 |
|
|
2014
Q1 | $971K | Buy |
17,950
+6,000
| +50% | +$325K | 0.23% | 89 |
|
|
2013
Q4 | $606K | Hold |
11,950
| – | – | 0.14% | 111 |
|
|
2013
Q3 | $535K | Hold |
11,950
| – | – | 0.13% | 119 |
|
|
2013
Q2 | $522K | Buy |
+11,950
| New | +$522K | 0.13% | 115 |
|