United Capital Financial Advisors’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 |
-13,680
| Closed | -$821K | – | 1396 |
|
|
2019
Q4 | $821K | Buy |
13,680
+141
| +1% | +$8.46K | 0.01% | 836 |
|
|
2019
Q3 | $695K | Sell |
13,539
-1,740
| -11% | -$89.3K | ﹤0.01% | 841 |
|
|
2019
Q2 | $765K | Buy |
15,279
+975
| +7% | +$48.8K | 0.01% | 888 |
|
|
2019
Q1 | $693K | Sell |
14,304
-117
| -0.8% | -$5.67K | ﹤0.01% | 881 |
|
|
2018
Q4 | $604K | Buy |
14,421
+196
| +1% | +$8.21K | ﹤0.01% | 859 |
|
|
2018
Q3 | $601K | Buy |
+14,225
| New | +$601K | ﹤0.01% | 925 |
|