WR Wealth Planners’s LivePerson LPSN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-480
| Closed | -$614 | – | 1161 |
|
|
2024
Q3 | $614 | Hold |
480
| – | – | ﹤0.01% | 1012 |
|
|
2024
Q2 | $279 | Hold |
480
| – | – | ﹤0.01% | 1095 |
|
|
2024
Q1 | $479 | Buy |
+480
| New | +$479 | ﹤0.01% | 1037 |
|
|
2023
Q4 | – | Sell |
-480
| Closed | -$1.87K | – | 571 |
|
|
2023
Q3 | $1.87K | Hold |
480
| – | – | ﹤0.01% | 781 |
|
|
2023
Q2 | $2.17K | Hold |
480
| – | – | ﹤0.01% | 765 |
|
|
2023
Q1 | $2.12K | Buy |
+480
| New | +$2.12K | ﹤0.01% | 768 |
|