Lenox Wealth Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Sell |
22
-43
| -66% | -$3.91K | ﹤0.01% | 667 |
|
|
2021
Q4 | $6K | Buy |
65
+12
| +23% | +$1.11K | ﹤0.01% | 580 |
|
|
2021
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 583 |
|
|
2021
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 594 |
|
|
2021
Q1 | $4K | Sell |
53
-45
| -46% | -$3.4K | ﹤0.01% | 545 |
|
|
2020
Q4 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 476 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 922 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 814 |
|
|
2019
Q2 | – | Sell |
-185
| Closed | -$12K | – | 566 |
|
|
2019
Q1 | $12K | Buy |
+185
| New | +$12K | ﹤0.01% | 258 |
|
|
2016
Q2 | – | Sell |
-26
| Closed | -$2K | – | 252 |
|
|
2016
Q1 | $2K | Sell |
26
-55
| -68% | -$4.23K | ﹤0.01% | 228 |
|
|
2015
Q4 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 229 |
|
|
2014
Q1 | – | Sell |
-138
| Closed | -$10K | – | 317 |
|
|
2013
Q4 | $10K | Buy |
+138
| New | +$10K | 0.01% | 173 |
|