TVWM
Tower View Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-628
| Closed | -$41.6K | – | 193 |
|
|
2024
Q1 | $41.6K | Buy |
628
+5
| +0.8% | +$332 | 0.02% | 87 |
|
|
2023
Q4 | $41K | Buy |
623
+5
| +0.8% | +$329 | 0.03% | 84 |
|
|
2023
Q3 | $29K | Buy |
618
+5
| +0.8% | +$235 | 0.02% | 88 |
|
|
2023
Q2 | $30K | Buy |
613
+204
| +50% | +$9.98K | 0.02% | 89 |
|
|
2023
Q1 | $26K | Buy |
409
+3
| +0.7% | +$191 | 0.02% | 94 |
|
|
2022
Q4 | $30K | Buy |
406
+2
| +0.5% | +$148 | 0.02% | 90 |
|
|
2022
Q3 | $29K | Buy |
404
+2
| +0.5% | +$144 | 0.02% | 91 |
|
|
2022
Q2 | $27K | Buy |
+402
| New | +$27K | 0.02% | 93 |
|