CWP
Concord Wealth Partners’s Lennox International LII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$3K | – | 941 |
|
|
2023
Q3 | $3K | Hold |
8
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $2.61K | Hold |
8
| – | – | ﹤0.01% | 824 |
|
|
2023
Q1 | $2.01K | Hold |
8
| – | – | ﹤0.01% | 809 |
|
|
2022
Q4 | $1.91K | Buy |
+8
| New | +$1.91K | ﹤0.01% | 945 |
|
|
2022
Q3 | – | Sell |
-53
| Closed | -$11K | – | 699 |
|
|
2022
Q2 | $11K | Hold |
53
| – | – | ﹤0.01% | 670 |
|
|
2022
Q1 | $14K | Hold |
53
| – | – | ﹤0.01% | 703 |
|
|
2021
Q4 | $17K | Buy |
53
+45
| +563% | +$14.4K | ﹤0.01% | 679 |
|
|
2021
Q3 | $2K | Sell |
8
-45
| -85% | -$11.3K | ﹤0.01% | 760 |
|
|
2021
Q2 | $19K | Hold |
53
| – | – | 0.01% | 511 |
|
|
2021
Q1 | $17K | Buy |
+53
| New | +$17K | 0.01% | 503 |
|