IWS
CACG
Insight Wealth Strategies’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-27,941
| Closed | -$963K | – | 200 |
|
|
2019
Q4 | $963K | Sell |
27,941
-3,700
| -12% | -$128K | 0.2% | 85 |
|
|
2019
Q3 | $1M | Sell |
31,641
-25,151
| -44% | -$796K | 0.24% | 69 |
|
|
2019
Q2 | $1.8M | Sell |
56,792
-44,030
| -44% | -$1.4M | 0.44% | 40 |
|
|
2019
Q1 | $3.07M | Buy |
100,822
+60,190
| +148% | +$1.83M | 0.86% | 21 |
|
|
2018
Q4 | $1.09M | Buy |
+40,632
| New | +$1.09M | 0.33% | 48 |
|