Icon Wealth Partners’s Lennox International LII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,017
| Closed | -$708K | – | 349 |
|
|
2021
Q2 | $708K | Buy |
2,017
+261
| +15% | +$91.6K | 0.08% | 193 |
|
|
2021
Q1 | $547K | Buy |
1,756
+367
| +26% | +$114K | 0.07% | 199 |
|
|
2020
Q4 | $381K | Buy |
1,389
+301
| +28% | +$82.6K | 0.06% | 203 |
|
|
2020
Q3 | $297K | Buy |
+1,088
| New | +$297K | 0.06% | 200 |
|
|
2019
Q2 | – | Sell |
-143
| Closed | -$38K | – | 506 |
|
|
2019
Q1 | $38K | Buy |
+143
| New | +$38K | 0.01% | 412 |
|
|
2018
Q3 | – | Sell |
-149
| Closed | -$30K | – | 529 |
|
|
2018
Q2 | $30K | Buy |
+149
| New | +$30K | 0.01% | 493 |
|