TW
Transform Wealth’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$368K | – | 181 |
|
|
2018
Q4 | $368K | Sell |
3,000
-4,300
| -59% | -$527K | 0.08% | 142 |
|
|
2018
Q3 | $1.06M | Sell |
7,300
-11,350
| -61% | -$1.64M | 0.18% | 123 |
|
|
2018
Q2 | $3.47M | Sell |
18,650
-1,950
| -9% | -$362K | 0.63% | 60 |
|
|
2018
Q1 | $3.83M | Hold |
20,600
| – | – | 0.73% | 47 |
|
|
2017
Q4 | $3.64M | Buy |
+20,600
| New | +$3.64M | 0.67% | 49 |
|