Lenox Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $17K | Sell |
250
-51
| -17% | -$3.47K | 0.01% | 370 |
|
|
2020
Q1 | $21K | Buy |
301
+79
| +36% | +$5.51K | 0.01% | 324 |
|
|
2019
Q4 | $16K | Sell |
222
-139
| -39% | -$10K | ﹤0.01% | 382 |
|
|
2019
Q3 | $25K | Hold |
361
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $24K | Hold |
361
| – | – | 0.01% | 324 |
|
|
2019
Q1 | $22K | Buy |
361
+9
| +3% | +$548 | 0.01% | 341 |
|
|
2018
Q4 | $10K | Sell |
352
-10
| -3% | -$284 | ﹤0.01% | 395 |
|
|
2018
Q3 | $19K | Buy |
362
+34
| +10% | +$1.79K | 0.01% | 332 |
|
|
2018
Q2 | $15K | Sell |
328
-55
| -14% | -$2.52K | ﹤0.01% | 329 |
|
|
2018
Q1 | $16K | Buy |
383
+160
| +72% | +$6.68K | 0.01% | 322 |
|
|
2017
Q4 | $11K | Sell |
223
-175
| -44% | -$8.63K | ﹤0.01% | 378 |
|
|
2017
Q3 | $20K | Buy |
+398
| New | +$20K | 0.01% | 327 |
|