Lws Wealth Advisors, Inc. Fidelity Covington Tr Msci Ene Transaction History

Lws Wealth Advisors, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 23, 2021	SELL	$12.68 - $15.37 $133,013 - $161,231	-10,490 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$10.19 - $14.52 $4,239 - $6,040	416 Added 4.13%	10,490 $139,000
Q4 2020 Jan 20, 2021	SELL	$7.37 - $11.07 $1,216 - $1,826	-165 Reduced 1.61%	10,074 $102,000
Q3 2020 Nov 10, 2020	BUY	$7.9 - $10.22 $1,216 - $1,573	154 Added 1.53%	10,239 $81,000
Q2 2020 Aug 05, 2020	BUY	$7.2 - $12.31 $72,612 - $124,146	10,085 New	10,085 $100,000

Q1 2020 May 04, 2020	SELL	$6.2 - $16.27 $50,319 - $132,047	-8,116 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$14.83 - $16.32 $120,360 - $132,453	8,116 New	8,116 $130,000

214

21.8M

39.9K

19.8K

Get notified when there are updates to the investment portfolio of Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.