Lenox Wealth Management’s Convergys CVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,289
| Closed | -$245K | – | 711 |
|
|
2018
Q3 | $245K | Hold |
10,289
| – | – | 0.07% | 132 |
|
|
2018
Q2 | $253K | Hold |
10,289
| – | – | 0.08% | 123 |
|
|
2018
Q1 | $233K | Hold |
10,289
| – | – | 0.08% | 119 |
|
|
2017
Q4 | $243K | Hold |
10,289
| – | – | 0.07% | 124 |
|
|
2017
Q3 | $267K | Hold |
10,289
| – | – | 0.09% | 119 |
|
|
2017
Q2 | $246K | Buy |
+10,289
| New | +$246K | 0.1% | 119 |
|