Lenox Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $950K | Buy |
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|
2021
Q3 | $960K | Buy |
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|
2021
Q2 | $932K | Buy |
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|
2021
Q1 | $833K | Sell |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $933K | Buy |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $959K | Buy |
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|
2019
Q2 | $956K | Sell |
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|
2019
Q1 | $903K | Sell |
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|
2018
Q4 | $850K | Hold |
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|
2018
Q3 | $967K | Buy |
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|
2018
Q2 | $591K | Sell |
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|
2018
Q1 | $543K | Buy |
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|
2017
Q4 | $4K | Buy |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $46K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $15K | Buy |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $9K | Sell |
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|
2015
Q4 | $19K | Sell |
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|
2015
Q3 | $36K | Hold |
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|
2015
Q2 | $35K | Hold |
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|
2015
Q1 | $34K | Hold |
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|
2014
Q4 | $34K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $15K | Buy |
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|
2013
Q3 | $6K | Sell |
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|
2013
Q2 | $12K | Buy |
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