IWA
LGTY
Intercontinental Wealth Advisors’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $300K | Buy |
28,550
+145
| +0.5% | +$1.52K | 0.07% | 259 |
|
|
2023
Q1 | $358K | Sell |
28,405
-76
| -0.3% | -$958 | 0.09% | 240 |
|
|
2022
Q4 | $418K | Sell |
28,481
-1,402
| -5% | -$20.6K | 0.12% | 188 |
|
|
2022
Q3 | $458K | Hold |
29,883
| – | – | 0.14% | 166 |
|
|
2022
Q2 | $483K | Sell |
29,883
-77
| -0.3% | -$1.25K | 0.13% | 165 |
|
|
2022
Q1 | $624K | Sell |
29,960
-1,380
| -4% | -$28.7K | 0.14% | 154 |
|
|
2021
Q4 | $820K | Sell |
31,340
-336
| -1% | -$8.79K | 0.17% | 118 |
|
|
2021
Q3 | $752K | Sell |
31,676
-2,210
| -7% | -$52.5K | 0.18% | 111 |
|
|
2021
Q2 | $744K | Buy |
33,886
+223
| +0.7% | +$4.9K | 0.15% | 116 |
|
|
2021
Q1 | $697K | Buy |
33,663
+496
| +1% | +$10.3K | 0.15% | 115 |
|
|
2020
Q4 | $569K | Buy |
33,167
+170
| +0.5% | +$2.92K | 0.14% | 125 |
|
|
2020
Q3 | $463K | Buy |
32,997
+497
| +2% | +$6.97K | 0.14% | 119 |
|
|
2020
Q2 | $512K | Buy |
32,500
+5,778
| +22% | +$91K | 0.17% | 101 |
|
|
2020
Q1 | $380K | Buy |
+26,722
| New | +$380K | 0.2% | 98 |
|