LWA
CSG
Lenox Wealth Advisors’s CHAMBERS STR PPTYS COM CSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-30,000
| Closed | -$195K | – | 585 |
|
|
2015
Q3 | $195K | Hold |
30,000
| – | – | 0.07% | 34 |
|
|
2015
Q2 | $239K | Hold |
30,000
| – | – | 0.1% | 26 |
|
|
2015
Q1 | $236K | Hold |
30,000
| – | – | 0.1% | 29 |
|
|
2014
Q4 | $242K | Sell |
30,000
-81,453
| -73% | -$657K | 0.1% | 27 |
|
|
2014
Q3 | $839K | Buy |
+111,453
| New | +$839K | 0.37% | 13 |
|
|
2014
Q1 | – | Sell |
-145,457
| Closed | -$1.11M | – | 377 |
|
|
2013
Q4 | $1.11M | Buy |
+145,457
| New | +$1.11M | 0.78% | 10 |
|