Lenox Wealth Management’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,051
| Closed | -$491K | – | 764 |
|
|
2020
Q1 | $491K | Buy |
6,051
+984
| +19% | +$79.8K | 0.17% | 86 |
|
|
2019
Q4 | $695K | Buy |
5,067
+281
| +6% | +$38.5K | 0.19% | 87 |
|
|
2019
Q3 | $564K | Buy |
4,786
+403
| +9% | +$47.5K | 0.16% | 88 |
|
|
2019
Q2 | $610K | Buy |
4,383
+31
| +0.7% | +$4.31K | 0.18% | 83 |
|
|
2019
Q1 | $591K | Buy |
4,352
+25
| +0.6% | +$3.4K | 0.18% | 87 |
|
|
2018
Q4 | $532K | Buy |
4,327
+182
| +4% | +$22.4K | 0.18% | 86 |
|
|
2018
Q3 | $601K | Buy |
4,145
+3,764
| +988% | +$546K | 0.18% | 102 |
|
|
2018
Q2 | $71K | Buy |
+381
| New | +$71K | 0.02% | 196 |
|