LWA
Lenox Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-52
| Closed | -$3K | – | 569 |
|
2019
Q1 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 485 |
|
2018
Q2 | – | Sell |
-14
| Closed | -$1K | – | 640 |
|
2018
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 530 |
|
2017
Q4 | – | Sell |
-55
| Closed | -$5K | – | 456 |
|
2017
Q3 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 81 |
|