Lenox Wealth Management’s ADT ADT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,500
| Closed | -$63K | – | 738 |
|
|
2020
Q1 | $63K | Hold |
14,500
| – | – | 0.02% | 222 |
|
|
2019
Q4 | $115K | Hold |
14,500
| – | – | 0.03% | 201 |
|
|
2019
Q3 | $91K | Hold |
14,500
| – | – | 0.03% | 215 |
|
|
2019
Q2 | $89K | Hold |
14,500
| – | – | 0.03% | 199 |
|
|
2019
Q1 | $93K | Buy |
14,500
+14,313
| +7,654% | +$91.8K | 0.03% | 185 |
|
|
2018
Q4 | $4K | Buy |
+187
| New | +$4K | ﹤0.01% | 484 |
|