Lenox Wealth Management’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $0 | Sell |
24
-1,501
| -98% | – | ﹤0.01% | 839 |
|
|
2020
Q1 | $4K | Hold |
1,525
| – | – | ﹤0.01% | 532 |
|
|
2019
Q4 | $11K | Hold |
1,525
| – | – | ﹤0.01% | 439 |
|
|
2019
Q3 | $9K | Buy |
+1,525
| New | +$9K | ﹤0.01% | 470 |
|
|
2018
Q1 | – | Sell |
-1,525
| Closed | -$10K | – | 527 |
|
|
2017
Q4 | $10K | Hold |
1,525
| – | – | ﹤0.01% | 392 |
|
|
2017
Q3 | $8K | Hold |
1,525
| – | – | ﹤0.01% | 424 |
|
|
2017
Q2 | $7K | Hold |
1,525
| – | – | ﹤0.01% | 408 |
|
|
2017
Q1 | $9K | Hold |
1,525
| – | – | 0.01% | 172 |
|
|
2016
Q4 | $10K | Hold |
1,525
| – | – | 0.01% | 170 |
|
|
2016
Q3 | $9K | Hold |
1,525
| – | – | 0.01% | 166 |
|
|
2016
Q2 | $10K | Hold |
1,525
| – | – | 0.01% | 165 |
|
|
2016
Q1 | $8K | Hold |
1,525
| – | – | 0.01% | 174 |
|
|
2015
Q4 | $10K | Buy |
+1,525
| New | +$10K | 0.01% | 169 |
|