Lenox Wealth Management’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $14K | Buy |
1,112
+325
| +41% | +$4.09K | ﹤0.01% | 393 |
|
|
2020
Q1 | $8K | Buy |
787
+209
| +36% | +$2.13K | ﹤0.01% | 429 |
|
|
2019
Q4 | $10K | Sell |
578
-504
| -47% | -$8.72K | ﹤0.01% | 451 |
|
|
2019
Q3 | $20K | Sell |
1,082
-29
| -3% | -$536 | 0.01% | 363 |
|
|
2019
Q2 | $22K | Buy |
1,111
+6
| +0.5% | +$119 | 0.01% | 339 |
|
|
2019
Q1 | $20K | Sell |
1,105
-63
| -5% | -$1.14K | 0.01% | 353 |
|
|
2018
Q4 | $20K | Buy |
1,168
+527
| +82% | +$9.02K | 0.01% | 294 |
|
|
2018
Q3 | $13K | Hold |
641
| – | – | ﹤0.01% | 384 |
|
|
2018
Q2 | $14K | Buy |
641
+434
| +210% | +$9.48K | ﹤0.01% | 333 |
|
|
2018
Q1 | $2K | Buy |
+207
| New | +$2K | ﹤0.01% | 445 |
|