LWA
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Lenox Wealth Advisors’s Maximus MMS Stock Holding History

Lenox Wealth Advisors’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-45
Closed -$3K – 156
2016
Q3 		$3K Buy
+45
New +$3K ﹤0.01% 198