Summit Wealth & Retirement Planning’s Las Vegas Sands LVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,819
| Closed | -$747K | – | 124 |
|
|
2019
Q4 | $747K | Sell |
10,819
-1,730
| -14% | -$119K | 0.33% | 63 |
|
|
2019
Q3 | $725K | Sell |
12,549
-250
| -2% | -$14.4K | 0.44% | 55 |
|
|
2019
Q2 | $756K | Buy |
12,799
+2,111
| +20% | +$125K | 0.44% | 54 |
|
|
2019
Q1 | $652K | Buy |
10,688
+4,868
| +84% | +$297K | 0.39% | 66 |
|
|
2018
Q4 | $303K | Buy |
+5,820
| New | +$303K | 0.23% | 89 |
|