Transform Wealth’s Lite Strategy, Inc. Common Stock LITS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,518
| Closed | -$84K | – | 227 |
|
|
2021
Q3 | $84K | Hold |
1,518
| – | – | 0.01% | 223 |
|
|
2021
Q2 | $87K | Hold |
1,518
| – | – | 0.01% | 224 |
|
|
2021
Q1 | $104K | Hold |
1,518
| – | – | 0.02% | 196 |
|
|
2020
Q4 | $80K | Hold |
1,518
| – | – | 0.02% | 196 |
|
|
2020
Q3 | $95K | Hold |
1,518
| – | – | 0.02% | 212 |
|
|
2020
Q2 | $125K | Hold |
1,518
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $49K | Hold |
1,518
| – | – | 0.01% | 203 |
|
|
2019
Q4 | $75K | Hold |
1,518
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $51K | Hold |
1,518
| – | – | 0.01% | 208 |
|
|
2019
Q2 | $76K | Hold |
1,518
| – | – | 0.01% | 229 |
|
|
2019
Q1 | $93K | Hold |
1,518
| – | – | 0.02% | 161 |
|
|
2018
Q4 | $80K | Hold |
1,518
| – | – | 0.02% | 179 |
|
|
2018
Q3 | $131K | Hold |
1,518
| – | – | 0.02% | 189 |
|
|
2018
Q2 | $120K | Hold |
1,518
| – | – | 0.02% | 212 |
|
|
2018
Q1 | $63K | Hold |
1,518
| – | – | 0.01% | 236 |
|
|
2017
Q4 | $64K | Hold |
1,518
| – | – | 0.01% | 248 |
|
|
2017
Q3 | $81K | Buy |
+1,518
| New | +$81K | 0.03% | 210 |
|
|
2017
Q2 | – | Sell |
-1,518
| Closed | -$49K | – | 108 |
|
|
2017
Q1 | $49K | Buy |
+1,518
| New | +$49K | 0.02% | 211 |
|