Wharton Business Group’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 |
-11,920
| Closed | -$779K | – | 147 |
|
|
2015
Q1 | $779K | Sell |
11,920
-215
| -2% | -$14.3K | 0.06% | 104 |
|
|
2014
Q4 | $764K | Hold |
12,135
| – | – | 0.06% | 100 |
|
|
2014
Q3 | $727K | Hold |
12,135
| – | – | 0.06% | 107 |
|
|
2014
Q2 | $740K | Sell |
12,135
-78,300
| -87% | -$4.55M | 0.08% | 104 |
|
|
2014
Q1 | $4.89M | Buy |
90,435
+40,165
| +80% | +$2.02M | 0.39% | 62 |
|
|
2013
Q4 | $2.55M | Buy |
50,270
+42,750
| +568% | +$2.13M | 0.21% | 76 |
|
|
2013
Q3 | $337K | Buy |
7,520
+2,210
| +42% | +$97.4K | 0.03% | 130 |
|
|
2013
Q2 | $232K | Buy |
+5,310
| New | +$227K | 0.02% | 137 |
|