LWA
Lenox Wealth Advisors’s Five Below FIVE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-45
| Closed | -$3K | – | 661 |
|
2020
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 502 |
|
2019
Q2 | – | Sell |
-47
| Closed | -$6K | – | 474 |
|
2019
Q1 | $6K | Buy |
+47
| New | +$6K | ﹤0.01% | 330 |
|
2018
Q2 | – | Sell |
-19
| Closed | -$1K | – | 579 |
|
2018
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 507 |
|
2017
Q4 | – | Sell |
-55
| Closed | -$3K | – | 408 |
|
2017
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 108 |
|