Lenox Wealth Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-345
| Closed | -$3K | – | 649 |
|
|
2020
Q1 | $3K | Buy |
+345
| New | +$3K | ﹤0.01% | 498 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$29K | – | 301 |
|
|
2015
Q4 | $29K | Sell |
3,000
-386
| -11% | -$3.73K | 0.01% | 114 |
|
|
2015
Q3 | $33K | Buy |
3,386
+3,000
| +777% | +$29.2K | 0.01% | 107 |
|
|
2015
Q2 | $4K | Hold |
386
| – | – | ﹤0.01% | 232 |
|
|
2015
Q1 | $5K | Hold |
386
| – | – | ﹤0.01% | 234 |
|
|
2014
Q4 | $5K | Hold |
386
| – | – | ﹤0.01% | 237 |
|
|
2014
Q3 | $5K | Buy |
+386
| New | +$5K | ﹤0.01% | 232 |
|