Valeo 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 |
-1,083
| Closed | -$65K | – | 1944 |
|
|
2019
Q4 | $65K | Hold |
1,083
| – | – | 0.01% | 553 |
|
|
2019
Q3 | $56K | Hold |
1,083
| – | – | 0.01% | 565 |
|
|
2019
Q2 | $54K | Hold |
1,083
| – | – | 0.01% | 572 |
|
|
2019
Q1 | $52K | Hold |
1,083
| – | – | 0.01% | 541 |
|
|
2018
Q4 | $45K | Hold |
1,083
| – | – | 0.01% | 519 |
|
|
2018
Q3 | $45K | Hold |
1,083
| – | – | 0.01% | 565 |
|
|
2018
Q2 | $47K | Buy |
1,083
+833
| +333% | +$36.2K | 0.01% | 549 |
|
|
2018
Q1 | $10K | Hold |
250
| – | – | ﹤0.01% | 939 |
|
|
2017
Q4 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 821 |
|