Lenox Wealth Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 573 |
|
|
2021
Q4 | – | Sell |
-86
| Closed | -$7K | – | 1029 |
|
|
2021
Q3 | $7K | Hold |
86
| – | – | ﹤0.01% | 528 |
|
|
2021
Q2 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 523 |
|
|
2021
Q1 | – | Sell |
-193
| Closed | -$14K | – | 786 |
|
|
2020
Q4 | $14K | Buy |
+193
| New | +$14K | ﹤0.01% | 383 |
|
|
2020
Q3 | – | Sell |
-260
| Closed | -$15K | – | 680 |
|
|
2020
Q2 | $15K | Buy |
+260
| New | +$15K | ﹤0.01% | 335 |
|
|
2018
Q3 | – | Sell |
-102
| Closed | -$7K | – | 550 |
|
|
2018
Q2 | $7K | Sell |
102
-39
| -28% | -$2.68K | ﹤0.01% | 425 |
|
|
2018
Q1 | $9K | Buy |
141
+102
| +262% | +$6.51K | ﹤0.01% | 374 |
|
|
2017
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 310 |
|
|
2015
Q4 | – | Sell |
-103
| Closed | -$9K | – | 589 |
|
|
2015
Q3 | $9K | Hold |
103
| – | – | ﹤0.01% | 196 |
|
|
2015
Q2 | $10K | Hold |
103
| – | – | ﹤0.01% | 144 |
|
|
2015
Q1 | $11K | Hold |
103
| – | – | ﹤0.01% | 153 |
|
|
2014
Q4 | $12K | Hold |
103
| – | – | 0.01% | 161 |
|
|
2014
Q3 | $12K | Buy |
+103
| New | +$12K | 0.01% | 168 |
|