Lenox Wealth Management’s Identive INVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 643 |
|
|
2020
Q1 | $1K | Hold |
500
| – | – | ﹤0.01% | 664 |
|
|
2019
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 601 |
|
|
2019
Q3 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 626 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$2K | – | 489 |
|
|
2017
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 456 |
|
|
2017
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 465 |
|
|
2017
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 448 |
|
|
2017
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 195 |
|
|
2016
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 222 |
|
|
2016
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 218 |
|
|
2016
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 226 |
|
|
2016
Q1 | $1K | Hold |
500
| – | – | ﹤0.01% | 233 |
|
|
2015
Q4 | $1K | Buy |
+500
| New | +$1K | ﹤0.01% | 234 |
|