WFG Advisors’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $20K | Buy |
+490
| New | +$20K | ﹤0.01% | 970 |
|
|
2016
Q4 | – | Sell |
-1,476
| Closed | -$60K | – | 1794 |
|
|
2016
Q3 | $60K | Hold |
1,476
| – | – | 0.01% | 659 |
|
|
2016
Q2 | $59K | Hold |
1,476
| – | – | 0.02% | 649 |
|
|
2016
Q1 | $49K | Hold |
1,476
| – | – | 0.01% | 673 |
|
|
2015
Q4 | $46K | Hold |
1,476
| – | – | 0.01% | 685 |
|
|
2015
Q3 | $47K | Hold |
1,476
| – | – | 0.01% | 668 |
|
|
2015
Q2 | $48K | Sell |
1,476
-645
| -30% | -$21K | 0.01% | 742 |
|
|
2015
Q1 | $76K | Buy |
2,121
+100
| +5% | +$3.58K | 0.02% | 616 |
|
|
2014
Q4 | $76K | Buy |
2,021
+1,021
| +102% | +$38.4K | 0.02% | 728 |
|
|
2014
Q3 | $33K | Hold |
1,000
| – | – | 0.01% | 1075 |
|
|
2014
Q2 | $38K | Hold |
1,000
| – | – | 0.01% | 1023 |
|
|
2014
Q1 | $37K | Sell |
1,000
-520
| -34% | -$19.2K | 0.01% | 1023 |
|
|
2013
Q4 | $51K | Hold |
1,520
| – | – | 0.01% | 1001 |
|
|
2013
Q3 | $54K | Buy |
1,520
+520
| +52% | +$18.5K | 0.01% | 905 |
|
|
2013
Q2 | $37K | Buy |
+1,000
| New | +$37K | 0.01% | 1001 |
|