WealthPLAN Partners’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,410
| Closed | -$548K | – | 280 |
|
|
2019
Q1 | $548K | Buy |
11,410
+220
| +2% | +$10.6K | 0.09% | 158 |
|
|
2018
Q4 | $532K | Buy |
11,190
+635
| +6% | +$30.2K | 0.09% | 144 |
|
|
2018
Q3 | $460K | Buy |
10,555
+1,170
| +12% | +$51K | 0.08% | 152 |
|
|
2018
Q2 | $416K | Buy |
9,385
+220
| +2% | +$9.75K | 0.09% | 156 |
|
|
2018
Q1 | $365K | Buy |
9,165
+4,470
| +95% | +$178K | 0.08% | 175 |
|
|
2017
Q4 | $202K | Buy |
+4,695
| New | +$202K | 0.05% | 207 |
|