Lenox Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $972K | Buy |
24,411
+19,521
| +399% | +$777K | 0.3% | 65 |
|
|
2020
Q1 | $154K | Buy |
4,890
+687
| +16% | +$21.6K | 0.05% | 157 |
|
|
2019
Q4 | $150K | Buy |
4,203
+348
| +9% | +$12.4K | 0.04% | 167 |
|
|
2019
Q3 | $127K | Buy |
3,855
+210
| +6% | +$6.92K | 0.04% | 182 |
|
|
2019
Q2 | $116K | Buy |
3,645
+153
| +4% | +$4.87K | 0.03% | 175 |
|
|
2019
Q1 | $102K | Buy |
3,492
+3,282
| +1,563% | +$95.9K | 0.03% | 175 |
|
|
2018
Q4 | $2K | Hold |
210
| – | – | ﹤0.01% | 559 |
|
|
2018
Q3 | $3K | Buy |
+210
| New | +$3K | ﹤0.01% | 554 |
|