Strategic Wealth Partners’s LivePerson LPSN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-13,536	Closed	-$798K	–	291
2021 Q3	$798K	Buy	13,536 +5,801	+75%	+$342K	0.23%	119
2021 Q2	$489K	Buy	7,735 +784	+11%	+$49.6K	0.16%	158
2021 Q1	$367K	Buy	+6,951	New	+$367K	0.15%	148