Lenox Wealth Advisors’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-139
| Closed | -$3K | – | 695 |
|
|
2020
Q3 | $3K | Hold |
139
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $2K | Hold |
139
| – | – | ﹤0.01% | 539 |
|
|
2020
Q1 | $2K | Hold |
139
| – | – | ﹤0.01% | 635 |
|
|
2019
Q4 | $3K | Hold |
139
| – | – | ﹤0.01% | 571 |
|
|
2019
Q3 | $3K | Hold |
139
| – | – | ﹤0.01% | 473 |
|
|
2019
Q2 | $3K | Hold |
139
| – | – | ﹤0.01% | 352 |
|
|
2019
Q1 | $3K | Hold |
139
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $3K | Hold |
139
| – | – | ﹤0.01% | 328 |
|
|
2018
Q3 | $3K | Sell |
139
-1,297
| -90% | -$28K | ﹤0.01% | 349 |
|
|
2018
Q2 | $29K | Sell |
1,436
-2,213
| -61% | -$44.7K | 0.01% | 202 |
|
|
2018
Q1 | $70K | Buy |
3,649
+3,096
| +560% | +$59.4K | 0.02% | 136 |
|
|
2017
Q4 | $13K | Buy |
+553
| New | +$13K | ﹤0.01% | 159 |
|