LWM
Lyons Wealth Management’s Genworth Financial GNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,000
| Closed | -$38K | – | 46 |
|
|
2016
Q4 | $38K | Sell |
10,000
-10,000
| -50% | -$38K | 0.05% | 45 |
|
|
2016
Q3 | $100K | Hold |
20,000
| – | – | 0.14% | 43 |
|
|
2016
Q2 | $52K | Hold |
20,000
| – | – | 0.08% | 43 |
|
|
2016
Q1 | $54K | Sell |
20,000
-10,000
| -33% | -$27K | 0.08% | 43 |
|
|
2015
Q4 | $111K | Hold |
30,000
| – | – | 0.14% | 49 |
|
|
2015
Q3 | $138K | Hold |
30,000
| – | – | 0.18% | 42 |
|
|
2015
Q2 | $228K | Hold |
30,000
| – | – | 0.26% | 49 |
|
|
2015
Q1 | $219K | Hold |
30,000
| – | – | 0.24% | 47 |
|
|
2014
Q4 | $255K | Buy |
30,000
+20,000
| +200% | +$170K | 0.27% | 45 |
|
|
2014
Q3 | $131K | Buy |
+10,000
| New | +$131K | 0.14% | 55 |
|