LWM
CA
Lyons Wealth Management’s CA, Inc. CA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-34,325
| Closed | -$960K | – | 81 |
|
|
2014
Q3 | $960K | Buy |
34,325
+4,313
| +14% | +$121K | 1.02% | 31 |
|
|
2014
Q2 | $859K | Buy |
30,012
+7,856
| +35% | +$225K | 0.77% | 38 |
|
|
2014
Q1 | $683K | Buy |
22,156
+1,357
| +7% | +$41.8K | 0.6% | 34 |
|
|
2013
Q4 | $780K | Buy |
20,799
+4,451
| +27% | +$167K | 0.73% | 14 |
|
|
2013
Q3 | $580K | Buy |
16,348
+1,700
| +12% | +$60.3K | 0.52% | 15 |
|
|
2013
Q2 | $533K | Buy |
+14,648
| New | +$533K | 0.54% | 18 |
|