LWA
Lenox Wealth Advisors’s SLM Corp SLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-35,000
| Closed | -$733K | – | 782 |
|
|
2021
Q2 | $733K | Hold |
35,000
| – | – | 0.09% | 50 |
|
|
2021
Q1 | $629K | Buy |
+35,000
| New | +$629K | 0.09% | 43 |
|
|
2016
Q1 | – | Sell |
-423
| Closed | -$3K | – | 393 |
|
|
2015
Q4 | $3K | Sell |
423
-303
| -42% | -$2.15K | ﹤0.01% | 290 |
|
|
2015
Q3 | $5K | Hold |
726
| – | – | ﹤0.01% | 259 |
|
|
2015
Q2 | $7K | Hold |
726
| – | – | ﹤0.01% | 182 |
|
|
2015
Q1 | $7K | Hold |
726
| – | – | ﹤0.01% | 202 |
|
|
2014
Q4 | $7K | Sell |
726
-342
| -32% | -$3.3K | ﹤0.01% | 202 |
|
|
2014
Q3 | $9K | Buy |
+1,068
| New | +$9K | ﹤0.01% | 182 |
|
|
2014
Q1 | – | Sell |
-776
| Closed | -$20K | – | 312 |
|
|
2013
Q4 | $20K | Buy |
776
+209
| +37% | +$5.39K | 0.01% | 113 |
|
|
2013
Q3 | $14K | Hold |
567
| – | – | 0.01% | 84 |
|
|
2013
Q2 | $13K | Buy |
+567
| New | +$13K | 0.01% | 95 |
|