PMA
Prudent Man Advisors’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,451
| Closed | -$321K | – | 198 |
|
|
2021
Q3 | $321K | Sell |
5,451
-29
| -0.5% | -$1.71K | 0.12% | 131 |
|
|
2021
Q2 | $347K | Hold |
5,480
| – | – | 0.13% | 126 |
|
|
2021
Q1 | $289K | Buy |
5,480
+44
| +0.8% | +$2.32K | 0.12% | 139 |
|
|
2020
Q4 | $338K | Buy |
5,436
+44
| +0.8% | +$2.74K | 0.14% | 118 |
|
|
2020
Q3 | $280K | Sell |
5,392
-84
| -2% | -$4.36K | 0.15% | 118 |
|
|
2020
Q2 | $227K | Buy |
+5,476
| New | +$227K | 0.2% | 132 |
|