Lenox Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $219K | Buy |
9,470
+480
| +5% | +$11.1K | 0.03% | 108 |
|
|
2021
Q4 | $264K | Buy |
8,990
+1,760
| +24% | +$51.7K | 0.03% | 89 |
|
|
2021
Q3 | $150K | Buy |
7,230
+150
| +2% | +$3.11K | 0.02% | 125 |
|
|
2021
Q2 | $142K | Sell |
7,080
-480
| -6% | -$9.63K | 0.02% | 132 |
|
|
2021
Q1 | $101K | Sell |
7,560
-880
| -10% | -$11.8K | 0.01% | 128 |
|
|
2020
Q4 | $110K | Buy |
8,440
+120
| +1% | +$1.56K | 0.02% | 118 |
|
|
2020
Q3 | $113K | Buy |
8,320
+800
| +11% | +$10.9K | 0.02% | 108 |
|
|
2020
Q2 | $71K | Sell |
7,520
-3,480
| -32% | -$32.9K | 0.01% | 124 |
|
|
2020
Q1 | $72K | Sell |
11,000
-1,240
| -10% | -$8.12K | 0.01% | 112 |
|
|
2019
Q4 | $72K | Buy |
12,240
+320
| +3% | +$1.88K | 0.01% | 139 |
|
|
2019
Q3 | $52K | Hold |
11,920
| – | – | 0.01% | 155 |
|
|
2019
Q2 | $49K | Sell |
11,920
-20,280
| -63% | -$83.4K | 0.01% | 146 |
|
|
2019
Q1 | $145K | Hold |
32,200
| – | – | 0.03% | 85 |
|
|
2018
Q4 | $107K | Sell |
32,200
-20,000
| -38% | -$66.5K | 0.02% | 97 |
|
|
2018
Q3 | $367K | Buy |
52,200
+35,400
| +211% | +$249K | 0.07% | 46 |
|
|
2018
Q2 | $99K | Sell |
16,800
-4,400
| -21% | -$25.9K | 0.02% | 84 |
|
|
2018
Q1 | $123K | Buy |
21,200
+7,840
| +59% | +$45.5K | 0.03% | 90 |
|
|
2017
Q4 | $65K | Buy |
+13,360
| New | +$65K | 0.02% | 94 |
|
|
2014
Q1 | – | Sell |
-3,920
| Closed | -$2K | – | 292 |
|
|
2013
Q4 | $2K | Buy |
+3,920
| New | +$2K | ﹤0.01% | 318 |
|