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 |
|