Truvvo Partners’s LivePerson LPSN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-64,350
Closed -$1.05M 65
2018
Q1
$1.05M Buy
64,350
+7,730
+14% +$126K 0.39% 58
2017
Q4
$651K Buy
56,620
+15,460
+38% +$178K 0.22% 85
2017
Q3
$558K Sell
41,160
-3,110
-7% -$42.2K 0.19% 95
2017
Q2
$489K Sell
44,270
-37,360
-46% -$413K 0.18% 97
2017
Q1
$559K Buy
81,630
+3,070
+4% +$21K 0.25% 78
2016
Q4
$593 Sell
78,560
-2,810
-3% -$21 0.21% 84
2016
Q3
$684K Buy
81,370
+3,990
+5% +$33.5K 0.31% 71
2016
Q2
$491K Hold
77,380
0.25% 83
2016
Q1
$453K Buy
77,380
+1,460
+2% +$8.55K 0.2% 89
2015
Q4
$512K Buy
+75,920
New +$512K 0.27% 78