LWA
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Lenox Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Lenox Wealth Advisors’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,429
Closed -$23K – 613
2020
Q3 		$23K Buy
+1,429
New +$23K ﹤0.01% 260