Lenox Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19
| Closed | -$2K | – | 705 |
|
|
2019
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 638 |
|
|
2019
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 620 |
|
|
2019
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 592 |
|
|
2019
Q1 | $2K | Sell |
19
-914
| -98% | -$96.2K | ﹤0.01% | 604 |
|
|
2018
Q4 | $90K | Buy |
933
+32
| +4% | +$3.09K | 0.03% | 172 |
|
|
2018
Q3 | $119K | Buy |
901
+194
| +27% | +$25.6K | 0.04% | 179 |
|
|
2018
Q2 | $82K | Buy |
707
+147
| +26% | +$17.1K | 0.03% | 185 |
|
|
2018
Q1 | $61K | Buy |
560
+152
| +37% | +$16.6K | 0.02% | 189 |
|
|
2017
Q4 | $37K | Sell |
408
-202
| -33% | -$18.3K | 0.01% | 236 |
|
|
2017
Q3 | $49K | Buy |
610
+170
| +39% | +$13.7K | 0.02% | 225 |
|
|
2017
Q2 | $33K | Buy |
+440
| New | +$33K | 0.01% | 245 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 251 |
|
|
2015
Q3 | – | Sell |
-10
| Closed | -$1K | – | 142 |
|
|
2015
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 144 |
|
|
2015
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 147 |
|
|
2014
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 156 |
|
|
2014
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 155 |
|
|
2014
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 165 |
|
|
2014
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 183 |
|
|
2013
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 182 |
|