VWA
V Wealth Advisors’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,334
| Closed | -$226K | – | 343 |
|
|
2019
Q4 | $226K | Hold |
6,334
| – | – | 0.08% | 245 |
|
|
2019
Q3 | $226K | Sell |
6,334
-63
| -1% | -$2.25K | 0.08% | 247 |
|
|
2019
Q2 | $213K | Buy |
+6,397
| New | +$213K | 0.08% | 249 |
|
|
2019
Q1 | – | Sell |
-12,701
| Closed | -$330K | – | 273 |
|
|
2018
Q4 | $330K | Hold |
12,701
| – | – | 0.17% | 144 |
|
|
2018
Q3 | $330K | Buy |
12,701
+704
| +6% | +$18.3K | 0.15% | 158 |
|
|
2018
Q2 | $253K | Buy |
+11,997
| New | +$253K | 0.14% | 167 |
|