LWA
Lenox Wealth Advisors’s SBA Communications SBAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $14K | Buy |
37
+1
| +3% | +$378 | ﹤0.01% | 428 |
|
2021
Q4 | $14K | Buy |
36
+4
| +13% | +$1.56K | ﹤0.01% | 460 |
|
2021
Q3 | $11K | Hold |
32
| – | – | ﹤0.01% | 457 |
|
2021
Q2 | $10K | Buy |
+32
| New | +$10K | ﹤0.01% | 478 |
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 636 |
|
2020
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 565 |
|
2020
Q1 | $1K | Sell |
4
-13
| -76% | -$3.25K | ﹤0.01% | 721 |
|
2019
Q4 | $4K | Buy |
17
+1
| +6% | +$235 | ﹤0.01% | 515 |
|
2019
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 426 |
|
2019
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 336 |
|
2019
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 478 |
|
2018
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 321 |
|
2018
Q3 | $3K | Sell |
16
-70
| -81% | -$13.1K | ﹤0.01% | 340 |
|
2018
Q2 | $14K | Buy |
86
+70
| +438% | +$11.4K | ﹤0.01% | 297 |
|
2018
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 450 |
|
2017
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 295 |
|
2014
Q1 | – | Sell |
-13
| Closed | -$1K | – | 305 |
|
2013
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 360 |
|