Lenox Wealth Management, Inc. MBB Holdings History
Lenox Wealth Management, Inc.'s iShares MBS ETF Holding Summary
As of 2020-06-30, Lenox Wealth Management, Inc. held 62,831.00 shares of iShares MBS ETF(MBB), totaling $6.96 Mil. This investment constitutes 2.17% of their stock portfolio, and Lenox Wealth Management, Inc. now holds 0.03% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2018Q3. And since then Lenox Wealth Management, Inc. has made 6 purchases of MBB, at an average price of $105.81, for a total of 105,000.00 shares. In addition, there have been 2 sales at an average price of $107.85 for 42,169.00 shares. Based on historical transaction data and MBB's current price of $93.29, Lenox Wealth Management, Inc.'s estimated gain on his MBB holdings is $-700,550.34, reflecting a -6.31% gain to date.
Lenox Wealth Management, Inc. MBB ($93.29) Holding Chart
Lenox Wealth Management, Inc. MBB ($93.29) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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