LWA
Lenox Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $113K | Buy |
829
+51
| +7% | +$6.95K | 0.01% | 155 |
|
|
2021
Q4 | $142K | Buy |
778
+44
| +6% | +$8.03K | 0.02% | 140 |
|
|
2021
Q3 | $95K | Hold |
734
| – | – | 0.01% | 162 |
|
|
2021
Q2 | $105K | Sell |
734
-1,577
| -68% | -$226K | 0.01% | 150 |
|
|
2021
Q1 | $306K | Buy |
2,311
+1,666
| +258% | +$221K | 0.04% | 67 |
|
|
2020
Q4 | $98K | Buy |
645
+1
| +0.2% | +$152 | 0.01% | 125 |
|
|
2020
Q3 | $76K | Hold |
644
| – | – | 0.01% | 131 |
|
|
2020
Q2 | $59K | Buy |
644
+191
| +42% | +$17.5K | 0.01% | 142 |
|
|
2020
Q1 | $31K | Sell |
453
-3
| -0.7% | -$205 | 0.01% | 192 |
|
|
2019
Q4 | $40K | Buy |
456
+3
| +0.7% | +$263 | 0.01% | 206 |
|
|
2019
Q3 | $35K | Hold |
453
| – | – | 0.01% | 191 |
|
|
2019
Q2 | $34K | Buy |
+453
| New | +$34K | 0.01% | 170 |
|
|
2018
Q3 | – | Sell |
-10
| Closed | -$1K | – | 495 |
|
|
2018
Q2 | $1K | Sell |
10
-190
| -95% | -$19K | ﹤0.01% | 527 |
|
|
2018
Q1 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 349 |
|
|
2017
Q4 | – | Sell |
-7
| Closed | – | – | 445 |
|
|
2017
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 275 |
|
|
2017
Q1 | – | Sell |
-416
| Closed | -$27K | – | 112 |
|
|
2016
Q4 | $27K | Hold |
416
| – | – | 0.01% | 70 |
|
|
2016
Q3 | $28K | Hold |
416
| – | – | 0.01% | 117 |
|
|
2016
Q2 | $22K | Hold |
416
| – | – | 0.01% | 127 |
|
|
2016
Q1 | $21K | Hold |
416
| – | – | 0.01% | 130 |
|
|
2015
Q4 | $21K | Sell |
416
-356
| -46% | -$18K | 0.01% | 131 |
|
|
2015
Q3 | $41K | Buy |
772
+356
| +86% | +$18.9K | 0.01% | 98 |
|
|
2015
Q2 | $26K | Hold |
416
| – | – | 0.01% | 92 |
|
|
2015
Q1 | $29K | Hold |
416
| – | – | 0.01% | 103 |
|
|
2014
Q4 | $31K | Hold |
416
| – | – | 0.01% | 103 |
|
|
2014
Q3 | $31K | Sell |
416
-130
| -24% | -$9.69K | 0.01% | 106 |
|
|
2014
Q2 | $44K | Buy |
546
+130
| +31% | +$10.5K | 0.02% | 70 |
|
|
2014
Q1 | $33K | Buy |
416
+161
| +63% | +$12.8K | 0.02% | 75 |
|
|
2013
Q4 | $19K | Sell |
255
-75
| -23% | -$5.59K | 0.01% | 116 |
|
|
2013
Q3 | $22K | Sell |
330
-120
| -27% | -$8K | 0.02% | 60 |
|
|
2013
Q2 | $27K | Buy |
+450
| New | +$27K | 0.03% | 56 |
|