YorkBridge Wealth Partners’s Lennox International LII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-585
| Closed | -$161K | – | 449 |
|
|
2019
Q2 | $161K | Sell |
585
-34
| -5% | -$9.36K | 0.07% | 208 |
|
|
2019
Q1 | $164K | Sell |
619
-24
| -4% | -$6.36K | 0.08% | 188 |
|
|
2018
Q4 | $141K | Sell |
643
-17
| -3% | -$3.73K | 0.07% | 194 |
|
|
2018
Q3 | $143K | Sell |
660
-11
| -2% | -$2.38K | 0.07% | 223 |
|
|
2018
Q2 | $134K | Buy |
671
+22
| +3% | +$4.39K | 0.06% | 239 |
|
|
2018
Q1 | $131K | Buy |
649
+34
| +6% | +$6.86K | 0.06% | 243 |
|
|
2017
Q4 | $121K | Sell |
615
-19
| -3% | -$3.74K | 0.06% | 251 |
|
|
2017
Q3 | $113K | Sell |
634
-14
| -2% | -$2.5K | 0.06% | 248 |
|
|
2017
Q2 | $119K | Buy |
648
+28
| +5% | +$5.14K | 0.06% | 234 |
|
|
2017
Q1 | $103K | Buy |
620
+101
| +19% | +$16.8K | 0.05% | 253 |
|
|
2016
Q4 | $80K | Buy |
+519
| New | +$80K | 0.05% | 278 |
|