VWA
V Wealth Advisors’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,057
| Closed | -$2.91M | – | 237 |
|
|
2018
Q2 | $2.91M | Sell |
15,057
-124
| -0.8% | -$24K | 1.63% | 9 |
|
|
2018
Q1 | $2.76M | Sell |
15,181
-468
| -3% | -$85K | 1.47% | 10 |
|
|
2017
Q4 | $2.93M | Sell |
15,649
-896
| -5% | -$167K | 1.47% | 13 |
|
|
2017
Q3 | $2.86M | Sell |
16,545
-382
| -2% | -$66.1K | 1.45% | 12 |
|
|
2017
Q2 | $2.41M | Sell |
16,927
-164
| -1% | -$23.4K | 1.13% | 18 |
|
|
2017
Q1 | $2.43M | Buy |
17,091
+679
| +4% | +$96.3K | 1.49% | 14 |
|
|
2016
Q4 | $2.18M | Sell |
16,412
-1,008
| -6% | -$134K | 1.6% | 9 |
|
|
2016
Q3 | $2.11M | Buy |
17,420
+636
| +4% | +$76.9K | 1.7% | 5 |
|
|
2016
Q2 | $1.71M | Buy |
16,784
+362
| +2% | +$36.8K | 1.4% | 17 |
|
|
2016
Q1 | $1.83M | Buy |
+16,422
| New | +$1.83M | 1.46% | 16 |
|