SWM
Sendero Wealth Management’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,158
| Closed | -$2.03M | – | 155 |
|
|
2023
Q2 | $2.03M | Buy |
14,158
+1,932
| +16% | +$277K | 0.44% | 48 |
|
|
2023
Q1 | $1.71M | Buy |
12,226
+4,992
| +69% | +$696K | 0.52% | 45 |
|
|
2022
Q4 | $897K | Buy |
7,234
+3,266
| +82% | +$405K | 0.32% | 60 |
|
|
2022
Q3 | $475K | Buy |
+3,968
| New | +$475K | 0.2% | 67 |
|