Steward Partners Investment Advisory’s Limbach Holdings LMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-17,276
| Closed | -$195K | – | 1550 |
|
2018
Q3 | $195K | Buy |
17,276
+5,521
| +47% | +$62.3K | 0.01% | 727 |
|
2018
Q2 | $139K | Buy |
11,755
+2,031
| +21% | +$24K | 0.01% | 748 |
|
2018
Q1 | $118K | Buy |
9,724
+878
| +10% | +$10.7K | 0.01% | 732 |
|
2017
Q4 | $122K | Buy |
8,846
+4,604
| +109% | +$63.5K | 0.01% | 610 |
|
2017
Q3 | $57K | Buy |
4,242
+3,167
| +295% | +$42.6K | 0.01% | 660 |
|
2017
Q2 | $12K | Buy |
+1,075
| New | +$12K | ﹤0.01% | 1000 |
|