Lenox Wealth Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-750
| Closed | -$4K | – | 617 |
|
|
2020
Q3 | $4K | Hold |
750
| – | – | ﹤0.01% | 450 |
|
|
2020
Q2 | $4K | Buy |
+750
| New | +$4K | ﹤0.01% | 453 |
|
|
2017
Q4 | – | Sell |
-315
| Closed | -$3K | – | 389 |
|
|
2017
Q3 | $3K | Buy |
+315
| New | +$3K | ﹤0.01% | 106 |
|
|
2016
Q1 | – | Sell |
-155
| Closed | -$2K | – | 268 |
|
|
2015
Q4 | $2K | Buy |
+155
| New | +$2K | ﹤0.01% | 311 |
|