Waverly Advisors’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-300
| Closed | -$20K | – | 436 |
|
|
2015
Q1 | $20K | Buy |
+300
| New | +$20K | 0.01% | 194 |
|
|
2014
Q4 | – | Sell |
-89
| Closed | -$5K | – | 765 |
|
|
2014
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 647 |
|
|
2014
Q2 | $5K | Sell |
89
-104
| -54% | -$5.84K | ﹤0.01% | 605 |
|
|
2014
Q1 | $10K | Sell |
193
-55
| -22% | -$2.85K | ﹤0.01% | 434 |
|
|
2013
Q4 | $13K | Buy |
248
+193
| +351% | +$10.1K | ﹤0.01% | 523 |
|
|
2013
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 556 |
|