Lenox Wealth Advisors’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $83K | Hold |
1,400
| – | – | 0.01% | 185 |
|
|
2021
Q4 | $85K | Hold |
1,400
| – | – | 0.01% | 186 |
|
|
2021
Q3 | $86K | Hold |
1,400
| – | – | 0.01% | 168 |
|
|
2021
Q2 | $90K | Hold |
1,400
| – | – | 0.01% | 163 |
|
|
2021
Q1 | $91K | Sell |
1,400
-300
| -18% | -$19.5K | 0.01% | 136 |
|
|
2020
Q4 | $104K | Hold |
1,700
| – | – | 0.01% | 120 |
|
|
2020
Q3 | $98K | Hold |
1,700
| – | – | 0.01% | 115 |
|
|
2020
Q2 | $93K | Buy |
+1,700
| New | +$93K | 0.01% | 109 |
|
|
2018
Q3 | – | Sell |
-1,700
| Closed | -$103K | – | 496 |
|
|
2018
Q2 | $103K | Buy |
+1,700
| New | +$103K | 0.02% | 81 |
|