WBH Advisory’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,852
| Closed | -$254K | – | 230 |
|
|
2019
Q4 | $254K | Sell |
1,852
-657
| -26% | -$90.1K | 0.05% | 220 |
|
|
2019
Q3 | $295K | Sell |
2,509
-1,250
| -33% | -$147K | 0.07% | 198 |
|
|
2019
Q2 | $523K | Hold |
3,759
| – | – | 0.12% | 148 |
|
|
2019
Q1 | $510K | Sell |
3,759
-555
| -13% | -$75.3K | 0.12% | 148 |
|
|
2018
Q4 | $530 | Sell |
4,314
-101
| -2% | -$12 | 0.13% | 136 |
|
|
2018
Q3 | $640K | Sell |
4,415
-24
| -0.5% | -$3.48K | 0.16% | 127 |
|
|
2018
Q2 | $824K | Sell |
4,439
-1
| -0% | -$186 | 0.21% | 107 |
|
|
2018
Q1 | $826K | Buy |
4,440
+1
| +0% | +$186 | 0.22% | 101 |
|
|
2017
Q4 | $784K | Hold |
4,439
| – | – | 0.21% | 109 |
|
|
2017
Q3 | $768K | Sell |
4,439
-25
| -0.6% | -$4.33K | 0.21% | 105 |
|
|
2017
Q2 | $634K | Hold |
4,464
| – | – | 0.18% | 113 |
|
|
2017
Q1 | $632K | Sell |
4,464
-225
| -5% | -$31.9K | 0.19% | 112 |
|
|
2016
Q4 | $620K | Hold |
4,689
| – | – | 0.21% | 106 |
|
|
2016
Q3 | $568K | Buy |
4,689
+50
| +1% | +$6.06K | 0.19% | 116 |
|
|
2016
Q2 | $472K | Sell |
4,639
-250
| -5% | -$25.4K | 0.18% | 119 |
|
|
2016
Q1 | $543K | Buy |
4,889
+3,044
| +165% | +$338K | 0.18% | 109 |
|
|
2015
Q4 | $226 | Buy |
+1,845
| New | +$226 | 0.08% | 179 |
|