LWM
Lyons Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,284
| Closed | -$793K | – | 44 |
|
|
2017
Q3 | $793K | Buy |
+7,284
| New | +$793K | 1.19% | 21 |
|
|
2016
Q1 | – | Sell |
-10,568
| Closed | -$894K | – | 47 |
|
|
2015
Q4 | $894K | Sell |
10,568
-508
| -5% | -$43K | 1.14% | 21 |
|
|
2015
Q3 | $892K | Sell |
11,076
-506
| -4% | -$40.8K | 1.14% | 16 |
|
|
2015
Q2 | $930K | Sell |
11,582
-1,026
| -8% | -$82.4K | 1.06% | 24 |
|
|
2015
Q1 | $1.08M | Sell |
12,608
-1,168
| -8% | -$100K | 1.17% | 23 |
|
|
2014
Q4 | $1.15M | Buy |
+13,776
| New | +$1.15M | 1.2% | 15 |
|