Valeo Financial Advisors’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-72
| Closed | -$1K | – | 2024 |
|
|
2020
Q1 | $1K | Sell |
72
-237
| -77% | -$3.29K | ﹤0.01% | 1622 |
|
|
2019
Q4 | $11K | Hold |
309
| – | – | ﹤0.01% | 1073 |
|
|
2019
Q3 | $11K | Sell |
309
-124
| -29% | -$4.41K | ﹤0.01% | 994 |
|
|
2019
Q2 | $12K | Sell |
433
-14
| -3% | -$388 | ﹤0.01% | 971 |
|
|
2019
Q1 | $13K | Hold |
447
| – | – | ﹤0.01% | 889 |
|
|
2018
Q4 | $8K | Hold |
447
| – | – | ﹤0.01% | 936 |
|
|
2018
Q3 | $10K | Hold |
447
| – | – | ﹤0.01% | 959 |
|
|
2018
Q2 | $11K | Hold |
447
| – | – | ﹤0.01% | 910 |
|
|
2018
Q1 | $7K | Hold |
447
| – | – | ﹤0.01% | 1029 |
|
|
2017
Q4 | $5K | Buy |
447
+45
| +11% | +$503 | ﹤0.01% | 1008 |
|
|
2017
Q3 | $5K | Buy |
+402
| New | +$5K | ﹤0.01% | 869 |
|