Lenox Wealth Management’s Caleres CAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-27,457
| Closed | -$144K | – | 747 |
|
|
2020
Q1 | $144K | Buy |
27,457
+14,000
| +104% | +$73.4K | 0.05% | 162 |
|
|
2019
Q4 | $321K | Buy |
13,457
+431
| +3% | +$10.3K | 0.09% | 119 |
|
|
2019
Q3 | $305K | Buy |
13,026
+1,050
| +9% | +$24.6K | 0.09% | 112 |
|
|
2019
Q2 | $239K | Buy |
11,976
+1,360
| +13% | +$27.1K | 0.07% | 118 |
|
|
2019
Q1 | $263K | Buy |
10,616
+364
| +4% | +$9.02K | 0.08% | 113 |
|
|
2018
Q4 | $286K | Buy |
10,252
+9,973
| +3,575% | +$278K | 0.1% | 100 |
|
|
2018
Q3 | $9K | Buy |
+279
| New | +$9K | ﹤0.01% | 426 |
|