YorkBridge Wealth Partners’s Lakeland Financial Corp LKFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-57
| Closed | -$3K | – | 809 |
|
|
2018
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 742 |
|
|
2018
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $3K | Buy |
57
+8
| +16% | +$421 | ﹤0.01% | 762 |
|
|
2017
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 790 |
|
|
2017
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 785 |
|
|
2017
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 772 |
|
|
2016
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 764 |
|