LWM
XYZ

Lenox Wealth Management’s Block, Inc. XYZ Stock Holding History

Lenox Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,050
Closed -$54K – 808
2020
Q1 		$54K Buy
+1,050
New +$54K 0.02% 241
2019
Q3 		– Sell
-424
Closed -$30K – 736
2019
Q2 		$30K Buy
424
+90
+27% +$6.37K 0.01% 293
2019
Q1 		$25K Buy
+334
New +$25K 0.01% 328