LWA
AV
Lenox Wealth Advisors’s Aviva Plc AV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Hold |
255
| – | – | ﹤0.01% | 630 |
|
|
2021
Q4 | $3K | Hold |
255
| – | – | ﹤0.01% | 687 |
|
|
2021
Q3 | $3K | Hold |
255
| – | – | ﹤0.01% | 615 |
|
|
2021
Q2 | $3K | Sell |
255
-169
| -40% | -$1.99K | ﹤0.01% | 628 |
|
|
2021
Q1 | $5K | Sell |
424
-424
| -50% | -$5K | ﹤0.01% | 522 |
|
|
2020
Q4 | $7K | Hold |
848
| – | – | ﹤0.01% | 481 |
|
|
2020
Q3 | $6K | Hold |
848
| – | – | ﹤0.01% | 433 |
|
|
2020
Q2 | $6K | Hold |
848
| – | – | ﹤0.01% | 423 |
|
|
2020
Q1 | $6K | Hold |
848
| – | – | ﹤0.01% | 412 |
|
|
2019
Q4 | $9K | Hold |
848
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $8K | Sell |
848
-424
| -33% | -$4K | ﹤0.01% | 384 |
|
|
2019
Q2 | $13K | Hold |
1,272
| – | – | ﹤0.01% | 260 |
|
|
2019
Q1 | $14K | Hold |
1,272
| – | – | ﹤0.01% | 243 |
|
|
2018
Q4 | $12K | Sell |
1,272
-1,285
| -50% | -$12.1K | ﹤0.01% | 235 |
|
|
2018
Q3 | $32K | Sell |
2,557
-901
| -26% | -$11.3K | 0.01% | 173 |
|
|
2018
Q2 | $46K | Hold |
3,458
| – | – | 0.01% | 148 |
|
|
2018
Q1 | $49K | Buy |
3,458
+3,203
| +1,256% | +$45.4K | 0.01% | 169 |
|
|
2017
Q4 | $4K | Buy |
+255
| New | +$4K | ﹤0.01% | 264 |
|