Williams Jones & Associates’s Lee Enterprises LEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,500
| Closed | -$25K | – | 375 |
|
|
2015
Q4 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 344 |
|
|
2015
Q3 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 353 |
|
|
2015
Q2 | $50K | Hold |
1,500
| – | – | ﹤0.01% | 368 |
|
|
2015
Q1 | $48K | Hold |
1,500
| – | – | ﹤0.01% | 369 |
|
|
2014
Q4 | $55K | Hold |
1,500
| – | – | ﹤0.01% | 368 |
|
|
2014
Q3 | $51K | Hold |
1,500
| – | – | ﹤0.01% | 344 |
|
|
2014
Q2 | $67K | Sell |
1,500
-1,500
| -50% | -$67K | ﹤0.01% | 344 |
|
|
2014
Q1 | $134K | Buy |
3,000
+1,500
| +100% | +$67K | ﹤0.01% | 348 |
|
|
2013
Q4 | $52K | Hold |
1,500
| – | – | ﹤0.01% | 335 |
|
|
2013
Q3 | $40K | Buy |
1,500
+500
| +50% | +$13.3K | ﹤0.01% | 344 |
|
|
2013
Q2 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 341 |
|