PWS
Private Wealth Strategies’s LCNB Corp LCNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $438K | Buy |
31,465
+145
| +0.5% | +$2.02K | 0.09% | 50 |
|
|
2024
Q1 | $499K | Buy |
31,320
+135
| +0.4% | +$2.15K | 0.11% | 40 |
|
|
2023
Q4 | $492K | Buy |
31,185
+819
| +3% | +$12.9K | 0.11% | 42 |
|
|
2023
Q3 | $433K | Hold |
30,366
| – | – | 0.11% | 43 |
|
|
2023
Q2 | $448K | Buy |
30,366
+123
| +0.4% | +$1.82K | 0.11% | 45 |
|
|
2023
Q1 | $494K | Buy |
30,243
+117
| +0.4% | +$1.91K | 0.13% | 47 |
|
|
2022
Q4 | $542K | Buy |
30,126
+106
| +0.4% | +$1.91K | 0.14% | 41 |
|
|
2022
Q3 | $477K | Buy |
30,020
+111
| +0.4% | +$1.76K | 0.14% | 41 |
|
|
2022
Q2 | $447K | Buy |
29,909
+111
| +0.4% | +$1.66K | 0.12% | 53 |
|
|
2022
Q1 | $523K | Buy |
29,798
+93
| +0.3% | +$1.63K | 0.13% | 51 |
|
|
2021
Q4 | $580K | Buy |
29,705
+83
| +0.3% | +$1.62K | 0.13% | 51 |
|
|
2021
Q3 | $518K | Buy |
29,622
+93
| +0.3% | +$1.63K | 0.13% | 53 |
|
|
2021
Q2 | $483K | Buy |
29,529
+91
| +0.3% | +$1.49K | 0.12% | 49 |
|
|
2021
Q1 | $516K | Buy |
29,438
+79
| +0.3% | +$1.39K | 0.14% | 47 |
|
|
2020
Q4 | $431K | Buy |
29,359
+101
| +0.3% | +$1.48K | 0.13% | 48 |
|
|
2020
Q3 | $400K | Buy |
29,258
+96
| +0.3% | +$1.31K | 0.14% | 48 |
|
|
2020
Q2 | $465K | Buy |
29,162
+354
| +1% | +$5.65K | 0.21% | 41 |
|
|
2020
Q1 | $363K | Buy |
28,808
+324
| +1% | +$4.08K | 0.18% | 48 |
|
|
2019
Q4 | $550K | Buy |
+28,484
| New | +$550K | 0.22% | 42 |
|