WBH Advisory’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15,230
| Closed | -$995 | – | 211 |
|
|
2015
Q1 | $995 | Sell |
15,230
-2,565
| -14% | -$171K | 0.28% | 69 |
|
|
2014
Q4 | $1.12M | Sell |
17,795
-550
| -3% | -$34K | 0.42% | 58 |
|
|
2014
Q3 | $1.1M | Sell |
18,345
-850
| -4% | -$51.5K | 0.39% | 61 |
|
|
2014
Q2 | $1.17M | Sell |
19,195
-225
| -1% | -$13.1K | 0.44% | 52 |
|
|
2014
Q1 | $1.05M | Buy |
19,420
+925
| +5% | +$46.5K | 0.42% | 61 |
|
|
2013
Q4 | $937K | Buy |
18,495
+1,525
| +9% | +$76K | 0.38% | 68 |
|
|
2013
Q3 | $760K | Hold |
16,970
| – | – | 0.34% | 80 |
|
|
2013
Q2 | $741K | Buy |
+16,970
| New | +$726K | 0.34% | 83 |
|