Steward Partners Investment Advisory’s Levi Strauss LEVI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-194
| Closed | -$3.01K | – | 3374 |
|
2022
Q4 | $3.01K | Sell |
194
-38
| -16% | -$589 | ﹤0.01% | 2925 |
|
2022
Q3 | $3K | Buy |
232
+41
| +21% | +$530 | ﹤0.01% | 2949 |
|
2022
Q2 | $3K | Buy |
191
+1
| +0.5% | +$16 | ﹤0.01% | 2920 |
|
2022
Q1 | $4K | Buy |
190
+1
| +0.5% | +$21 | ﹤0.01% | 2960 |
|
2021
Q4 | $5K | Hold |
189
| – | – | ﹤0.01% | 2824 |
|
2021
Q3 | $5K | Buy |
+189
| New | +$5K | ﹤0.01% | 2812 |
|