LWM
Lenox Wealth Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5.17M | Sell |
90,482
-84
| -0.1% | -$4.8K | 1.58% | 11 |
|
|
2020
Q1 | $4.37M | Sell |
90,566
-8,407
| -8% | -$405K | 1.5% | 11 |
|
|
2019
Q4 | $5.79M | Sell |
98,973
-9,839
| -9% | -$576K | 1.62% | 10 |
|
|
2019
Q3 | $5.09M | Sell |
108,812
-1,255
| -1% | -$58.7K | 1.48% | 12 |
|
|
2019
Q2 | $4.45M | Buy |
110,067
+54
| +0% | +$2.18K | 1.33% | 17 |
|
|
2019
Q1 | $4.51M | Buy |
110,013
+548
| +0.5% | +$22.4K | 1.4% | 15 |
|
|
2018
Q4 | $4.04M | Sell |
109,465
-7,869
| -7% | -$290K | 1.36% | 15 |
|
|
2018
Q3 | $5.18M | Buy |
117,334
+2,247
| +2% | +$99.2K | 1.54% | 10 |
|
|
2018
Q2 | $4.33M | Sell |
115,087
-16,583
| -13% | -$623K | 1.39% | 12 |
|
|
2018
Q1 | $5.76M | Buy |
131,670
+4,767
| +4% | +$209K | 1.86% | 9 |
|
|
2017
Q4 | $5.03M | Buy |
126,903
+43,790
| +53% | +$1.74M | 1.53% | 12 |
|
|
2017
Q3 | $3.12M | Buy |
83,113
+25,630
| +45% | +$962K | 1.07% | 15 |
|
|
2017
Q2 | $2.05M | Buy |
+57,483
| New | +$2.05M | 0.83% | 22 |
|