VFA
Values First Advisors’s Lifetime Brands LCUT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
22,530
+686
| +3% | +$3.5K | 0.06% | 167 |
|
|
2025
Q1 | $108K | Buy |
21,844
+310
| +1% | +$1.53K | 0.06% | 169 |
|
|
2024
Q4 | $127K | Sell |
21,534
-288
| -1% | -$1.7K | 0.07% | 184 |
|
|
2024
Q3 | $143K | Sell |
21,822
-242
| -1% | -$1.58K | 0.08% | 166 |
|
|
2024
Q2 | $190K | Buy |
22,064
+24
| +0.1% | +$206 | 0.11% | 148 |
|
|
2024
Q1 | $231K | Buy |
22,040
+1,406
| +7% | +$14.7K | 0.14% | 143 |
|
|
2023
Q4 | $138K | Buy |
20,634
+1,340
| +7% | +$8.99K | 0.08% | 149 |
|
|
2023
Q3 | $109K | Sell |
19,294
-35
| -0.2% | -$197 | 0.07% | 147 |
|
|
2023
Q2 | $109K | Buy |
19,329
+553
| +3% | +$3.12K | 0.07% | 155 |
|
|
2023
Q1 | $110K | Buy |
18,776
+694
| +4% | +$4.08K | 0.07% | 164 |
|
|
2022
Q4 | $137K | Sell |
18,082
-114
| -0.6% | -$865 | 0.1% | 137 |
|
|
2022
Q3 | $123K | Buy |
18,196
+656
| +4% | +$4.43K | 0.09% | 141 |
|
|
2022
Q2 | $194K | Sell |
17,540
-1,120
| -6% | -$12.4K | 0.14% | 137 |
|
|
2022
Q1 | $240K | Buy |
18,660
+1,038
| +6% | +$13.4K | 0.15% | 140 |
|
|
2021
Q4 | $281K | Sell |
17,622
-894
| -5% | -$14.3K | 0.17% | 134 |
|
|
2021
Q3 | $337K | Buy |
18,516
+648
| +4% | +$11.8K | 0.22% | 119 |
|
|
2021
Q2 | $267K | Sell |
17,868
-291
| -2% | -$4.35K | 0.18% | 131 |
|
|
2021
Q1 | $267K | Buy |
18,159
+185
| +1% | +$2.72K | 0.2% | 126 |
|
|
2020
Q4 | $273K | Sell |
17,974
-362
| -2% | -$5.5K | 0.22% | 125 |
|
|
2020
Q3 | $173K | Buy |
18,336
+1,124
| +7% | +$10.6K | 0.16% | 133 |
|
|
2020
Q2 | $116K | Sell |
17,212
-361
| -2% | -$2.43K | 0.11% | 130 |
|
|
2020
Q1 | $99.3K | Buy |
17,573
+1,551
| +10% | +$8.76K | 0.12% | 120 |
|
|
2019
Q4 | $111K | Buy |
+16,022
| New | +$111K | 0.11% | 129 |
|