LWA
MPWR icon

Lenox Wealth Advisors’s Monolithic Power Systems MPWR Stock Holding History

Lenox Wealth Advisors’s Portfolio MPWR Stock Details MPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-34
Closed -$6K – 721
2020
Q1 		$6K Buy
34
+8
+31% +$1.37K ﹤0.01% 405
2019
Q4 		$5K Hold
26
– – ﹤0.01% 483
2019
Q3 		$4K Hold
26
– – ﹤0.01% 424
2019
Q2 		$4K Hold
26
– – ﹤0.01% 335
2019
Q1 		$4K Hold
26
– – ﹤0.01% 403
2018
Q4 		$3K Hold
26
– – ﹤0.01% 320
2018
Q3 		$3K Sell
26
-95
-79% -$13.2K ﹤0.01% 339
2018
Q2 		$16K Buy
121
+95
+365% +$12.1K ﹤0.01% 289
2018
Q1 		$3K Hold
26
– – ﹤0.01% 448
2017
Q4 		$3K Buy
+26
New +$3.02K ﹤0.01% 290

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WA
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Invesco
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return