Wealthspire Advisors (Maryland)’s Lennox International LII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-153
| Closed | -$40K | – | 1336 |
|
|
2019
Q1 | $40K | Buy |
153
+39
| +34% | +$10.2K | ﹤0.01% | 973 |
|
|
2018
Q4 | $25K | Buy |
114
+7
| +7% | +$1.54K | ﹤0.01% | 1119 |
|
|
2018
Q3 | $23K | Hold |
107
| – | – | ﹤0.01% | 1253 |
|
|
2018
Q2 | $21K | Sell |
107
-7
| -6% | -$1.37K | ﹤0.01% | 1299 |
|
|
2018
Q1 | $23K | Buy |
114
+4
| +4% | +$807 | ﹤0.01% | 1253 |
|
|
2017
Q4 | $23K | Buy |
110
+15
| +16% | +$3.14K | ﹤0.01% | 1286 |
|
|
2017
Q3 | $17K | Sell |
95
-22
| -19% | -$3.94K | ﹤0.01% | 1352 |
|
|
2017
Q2 | $21K | Buy |
117
+22
| +23% | +$3.95K | ﹤0.01% | 1256 |
|
|
2017
Q1 | $16K | Buy |
95
+6
| +7% | +$1.01K | ﹤0.01% | 1160 |
|
|
2016
Q4 | $14K | Buy |
89
+56
| +170% | +$8.81K | ﹤0.01% | 1118 |
|
|
2016
Q3 | $5K | Sell |
33
-345
| -91% | -$52.3K | ﹤0.01% | 1387 |
|
|
2016
Q2 | $54K | Buy |
378
+149
| +65% | +$21.3K | 0.01% | 715 |
|
|
2016
Q1 | $31K | Buy |
229
+12
| +6% | +$1.62K | 0.01% | 826 |
|
|
2015
Q4 | $27K | Buy |
+217
| New | +$27K | 0.01% | 884 |
|