Lenox Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$364K Buy
38,360
+5,240
+16% +$49.7K 0.11% 107
2020
Q1
$218K Buy
33,120
+5,000
+18% +$32.9K 0.08% 125
2019
Q4
$165K Sell
28,120
-6,720
-19% -$39.4K 0.05% 162
2019
Q3
$151K Buy
34,840
+6,800
+24% +$29.5K 0.04% 159
2019
Q2
$115K Hold
28,040
0.03% 177
2019
Q1
$126K Sell
28,040
-6,600
-19% -$29.7K 0.04% 158
2018
Q4
$116K Buy
34,640
+7,600
+28% +$25.5K 0.04% 143
2018
Q3
$190K Buy
27,040
+5,960
+28% +$41.9K 0.06% 150
2018
Q2
$125K Sell
21,080
-1,000
-5% -$5.93K 0.04% 157
2018
Q1
$127K Buy
22,080
+2,120
+11% +$12.2K 0.04% 155
2017
Q4
$97K Buy
19,960
+5,240
+36% +$25.5K 0.03% 165
2017
Q3
$65K Buy
14,720
+80
+0.5% +$353 0.02% 198
2017
Q2
$53K Buy
+14,640
New +$53K 0.02% 201