LWA
Lenox Wealth Advisors’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $10K | Hold |
90
| – | – | ﹤0.01% | 491 |
|
|
2021
Q4 | $10K | Hold |
90
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $10K | Hold |
90
| – | – | ﹤0.01% | 476 |
|
|
2021
Q2 | $11K | Buy |
+90
| New | +$11K | ﹤0.01% | 469 |
|
|
2018
Q3 | – | Sell |
-119
| Closed | -$9K | – | 527 |
|
|
2018
Q2 | $9K | Sell |
119
-40
| -25% | -$3.03K | ﹤0.01% | 390 |
|
|
2018
Q1 | $11K | Buy |
159
+127
| +397% | +$8.79K | ﹤0.01% | 355 |
|
|
2017
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 353 |
|
|
2014
Q1 | – | Sell |
-40
| Closed | -$2K | – | 341 |
|
|
2013
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 327 |
|
|
2013
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 241 |
|