ProVise Management Group’s LivePerson LPSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-39,430
Closed -$298K 325
2016
Q4
$298K Buy
39,430
+281
+0.7% +$2.12K 0.05% 264
2016
Q3
$329K Buy
+39,149
New +$329K 0.06% 251