WESPAC Advisors SoCal’s Labcorp LH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,522
| Closed | -$306K | – | 100 |
|
|
2023
Q3 | $306K | Sell |
1,522
-366
| -19% | -$73.6K | 0.1% | 75 |
|
|
2023
Q2 | $391K | Buy |
1,888
+70
| +4% | +$14.5K | 0.13% | 72 |
|
|
2023
Q1 | $358K | Sell |
1,818
-97
| -5% | -$19.1K | 0.12% | 78 |
|
|
2022
Q4 | $387K | Sell |
1,915
-291
| -13% | -$58.9K | 0.14% | 72 |
|
|
2022
Q3 | $420K | Buy |
2,206
+76
| +4% | +$14.5K | 0.18% | 57 |
|
|
2022
Q2 | $429K | Sell |
2,130
-291
| -12% | -$58.6K | 0.16% | 63 |
|
|
2022
Q1 | $548K | Sell |
2,421
-291
| -11% | -$65.9K | 0.17% | 68 |
|
|
2021
Q4 | $636K | Buy |
2,712
+204
| +8% | +$47.8K | 0.19% | 61 |
|
|
2021
Q3 | $595K | Buy |
2,508
+29
| +1% | +$6.88K | 0.19% | 63 |
|
|
2021
Q2 | $588K | Sell |
2,479
-221
| -8% | -$52.4K | 0.2% | 65 |
|
|
2021
Q1 | $592K | Hold |
2,700
| – | – | 0.23% | 55 |
|
|
2020
Q4 | $472K | Sell |
2,700
-35
| -1% | -$6.12K | 0.19% | 59 |
|
|
2020
Q3 | $460K | Sell |
2,735
-146
| -5% | -$24.6K | 0.22% | 54 |
|
|
2020
Q2 | $427K | Sell |
2,881
-844
| -23% | -$125K | 0.2% | 56 |
|
|
2020
Q1 | $475K | Sell |
3,725
-1,455
| -28% | -$186K | 0.26% | 50 |
|
|
2019
Q4 | $753K | Sell |
5,180
-128
| -2% | -$18.6K | 0.36% | 46 |
|
|
2019
Q3 | $766K | Buy |
5,308
+29
| +0.5% | +$4.19K | 0.38% | 45 |
|
|
2019
Q2 | $784K | Buy |
5,279
+1,292
| +32% | +$192K | 0.42% | 43 |
|
|
2019
Q1 | $523K | Sell |
3,987
-58
| -1% | -$7.61K | 0.29% | 51 |
|
|
2018
Q4 | $439K | Sell |
4,045
-582
| -13% | -$63.2K | 0.28% | 49 |
|
|
2018
Q3 | $690K | Buy |
4,627
+378
| +9% | +$56.4K | 0.35% | 50 |
|
|
2018
Q2 | $655K | Sell |
4,249
-407
| -9% | -$62.7K | 0.38% | 45 |
|
|
2018
Q1 | $647K | Buy |
+4,656
| New | +$647K | 0.37% | 49 |
|