LWM
BAY
Lenox Wealth Management’s BAYER AG SPONS ADR BAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-739
| Closed | -$15K | – | 804 |
|
|
2019
Q4 | $15K | Hold |
739
| – | – | ﹤0.01% | 388 |
|
|
2019
Q3 | $13K | Buy |
739
+51
| +7% | +$897 | ﹤0.01% | 420 |
|
|
2019
Q2 | $12K | Buy |
688
+398
| +137% | +$6.94K | ﹤0.01% | 416 |
|
|
2019
Q1 | $5K | Sell |
290
-104
| -26% | -$1.79K | ﹤0.01% | 527 |
|
|
2018
Q4 | $7K | Buy |
394
+141
| +56% | +$2.51K | ﹤0.01% | 436 |
|
|
2018
Q3 | $6K | Sell |
253
-147,367
| -100% | -$3.49M | ﹤0.01% | 491 |
|
|
2018
Q2 | $4.13M | Buy |
147,620
+9,923
| +7% | +$278K | 1.33% | 16 |
|
|
2018
Q1 | $3.89M | Buy |
137,697
+11,359
| +9% | +$321K | 1.25% | 14 |
|
|
2017
Q4 | $3.93M | Buy |
126,338
+28,183
| +29% | +$876K | 1.19% | 16 |
|
|
2017
Q3 | $3.36M | Buy |
98,155
+81,587
| +492% | +$2.79M | 1.15% | 13 |
|
|
2017
Q2 | $2.15M | Buy |
+16,568
| New | +$2.15M | 0.87% | 17 |
|