IWA
Intercontinental Wealth Advisors’s Lennox International LII Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $520K | Buy |
1,595
+56
| +4% | +$18.3K | 0.12% | 180 |
|
2023
Q1 | $387K | Sell |
1,539
-51
| -3% | -$12.8K | 0.1% | 226 |
|
2022
Q4 | $380K | Hold |
1,590
| – | – | 0.11% | 201 |
|
2022
Q3 | $354K | Buy |
1,590
+32
| +2% | +$7.13K | 0.11% | 201 |
|
2022
Q2 | $322K | Sell |
1,558
-22
| -1% | -$4.55K | 0.09% | 215 |
|
2022
Q1 | $407K | Buy |
1,580
+13
| +0.8% | +$3.35K | 0.09% | 202 |
|
2021
Q4 | $508K | Buy |
1,567
+683
| +77% | +$221K | 0.11% | 181 |
|
2021
Q3 | $260K | Sell |
884
-126
| -12% | -$37.1K | 0.06% | 249 |
|
2021
Q2 | $354K | Buy |
1,010
+161
| +19% | +$56.4K | 0.07% | 218 |
|
2021
Q1 | $265K | Buy |
+849
| New | +$265K | 0.06% | 229 |
|