Lenox Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $110K | Sell |
391
-51
| -12% | -$14.3K | 0.01% | 160 |
|
|
2021
Q4 | $97K | Buy |
442
+198
| +81% | +$43.5K | 0.01% | 173 |
|
|
2021
Q3 | $44K | Hold |
244
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $49K | Hold |
244
| – | – | 0.01% | 237 |
|
|
2021
Q1 | $52K | Hold |
244
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $58K | Hold |
244
| – | – | 0.01% | 170 |
|
|
2020
Q3 | $66K | Hold |
244
| – | – | 0.01% | 138 |
|
|
2020
Q2 | $71K | Sell |
244
-16
| -6% | -$4.66K | 0.01% | 125 |
|
|
2020
Q1 | $62K | Hold |
260
| – | – | 0.01% | 121 |
|
|
2019
Q4 | $57K | Buy |
260
+16
| +7% | +$3.51K | 0.01% | 165 |
|
|
2019
Q3 | $41K | Hold |
244
| – | – | 0.01% | 174 |
|
|
2019
Q2 | $45K | Hold |
244
| – | – | 0.01% | 150 |
|
|
2019
Q1 | $45K | Hold |
244
| – | – | 0.01% | 138 |
|
|
2018
Q4 | $40K | Hold |
244
| – | – | 0.01% | 139 |
|
|
2018
Q3 | $47K | Sell |
244
-118
| -33% | -$22.7K | 0.01% | 143 |
|
|
2018
Q2 | $62K | Sell |
362
-180
| -33% | -$30.8K | 0.01% | 120 |
|
|
2018
Q1 | $88K | Buy |
542
+498
| +1,132% | +$80.9K | 0.02% | 112 |
|
|
2017
Q4 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 195 |
|
|
2016
Q1 | – | Sell |
-49
| Closed | -$6K | – | 415 |
|
|
2015
Q4 | $6K | Sell |
49
-15
| -23% | -$1.84K | ﹤0.01% | 214 |
|
|
2015
Q3 | $7K | Hold |
64
| – | – | ﹤0.01% | 220 |
|
|
2015
Q2 | $8K | Hold |
64
| – | – | ﹤0.01% | 166 |
|
|
2015
Q1 | $8K | Hold |
64
| – | – | ﹤0.01% | 183 |
|
|
2014
Q4 | $8K | Sell |
64
-64
| -50% | -$8K | ﹤0.01% | 189 |
|
|
2014
Q3 | $14K | Hold |
128
| – | – | 0.01% | 157 |
|
|
2014
Q2 | $12K | Buy |
128
+64
| +100% | +$6K | 0.01% | 137 |
|
|
2014
Q1 | $5K | Sell |
64
-30
| -32% | -$2.34K | ﹤0.01% | 170 |
|
|
2013
Q4 | $7K | Buy |
94
+30
| +47% | +$2.23K | ﹤0.01% | 205 |
|
|
2013
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 172 |
|
|
2013
Q2 | $5K | Buy |
+64
| New | +$5K | 0.01% | 191 |
|