Lenox Wealth Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $46K | Hold |
105
| – | – | 0.01% | 256 |
|
|
2021
Q4 | $51K | Hold |
105
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $41K | Hold |
105
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $35K | Hold |
105
| – | – | ﹤0.01% | 282 |
|
|
2021
Q1 | $32K | Hold |
105
| – | – | ﹤0.01% | 243 |
|
|
2020
Q4 | $35K | Hold |
105
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $35K | Hold |
105
| – | – | 0.01% | 200 |
|
|
2020
Q2 | $34K | Hold |
105
| – | – | 0.01% | 203 |
|
|
2020
Q1 | $27K | Hold |
105
| – | – | 0.01% | 213 |
|
|
2019
Q4 | $28K | Buy |
+105
| New | +$28K | ﹤0.01% | 273 |
|