SWM
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Southern Wealth Management’s Lennox International LII Stock Holding History

Southern Wealth Management’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,469,124
Closed -$342M – 55
2020
Q2 		$342M Hold
1,469,124
– – 66.53% 1
2020
Q1 		$267M Hold
1,469,124
– – 55.62% 1
2019
Q4 		$358M Buy
+1,469,124
New +$358M 67.21% 1