LWA
Lenox Wealth Advisors’s Artisan Partners APAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-43
| Closed | -$1K | – | 591 |
|
|
2020
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 651 |
|
|
2019
Q2 | – | Sell |
-49
| Closed | -$1K | – | 416 |
|
|
2019
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 574 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$1K | – | 545 |
|
|
2018
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 495 |
|