Lenox Wealth Management’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-475
| Closed | -$21K | – | 721 |
|
|
2018
Q3 | $21K | Hold |
475
| – | – | 0.01% | 320 |
|
|
2018
Q2 | $17K | Hold |
475
| – | – | 0.01% | 317 |
|
|
2018
Q1 | $16K | Hold |
475
| – | – | 0.01% | 323 |
|
|
2017
Q4 | $16K | Sell |
475
-350
| -42% | -$11.8K | ﹤0.01% | 340 |
|
|
2017
Q3 | $27K | Buy |
+825
| New | +$27K | 0.01% | 290 |
|