Summit X LLC’s Liberty Property Trust LPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-12,305
Closed -$741K 259
2019
Q4
$741K Sell
12,305
-60
-0.5% -$3.61K 0.28% 95
2019
Q3
$633K Sell
12,365
-165
-1% -$8.45K 0.25% 110
2019
Q2
$632K Hold
12,530
0.26% 103
2019
Q1
$606K Buy
12,530
+165
+1% +$7.98K 0.26% 104
2018
Q4
$515K Sell
12,365
-3,455
-22% -$144K 0.3% 97
2018
Q3
$670K Sell
15,820
-145
-0.9% -$6.14K 0.33% 74
2018
Q2
$707K Sell
15,965
-815
-5% -$36.1K 0.39% 61
2018
Q1
$667K Buy
16,780
+420
+3% +$16.7K 0.4% 61
2017
Q4
$701K Buy
16,360
+460
+3% +$19.7K 0.44% 59
2017
Q3
$654K Buy
15,900
+320
+2% +$13.2K 0.43% 62
2017
Q2
$638K Buy
+15,580
New +$638K 0.46% 63