KWM
Kolinsky Wealth Management’s Landstar System LSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $427K | Buy |
2,486
+492
| +25% | +$84.6K | 0.26% | 82 |
|
|
2024
Q3 | $377K | Buy |
1,994
+4
| +0.2% | +$755 | 0.24% | 93 |
|
|
2024
Q2 | $367K | Buy |
1,990
+1
| +0.1% | +$184 | 0.26% | 84 |
|
|
2024
Q1 | $383K | Buy |
1,989
+2
| +0.1% | +$386 | 0.29% | 82 |
|
|
2023
Q4 | $385K | Sell |
1,987
-9
| -0.5% | -$1.74K | 0.34% | 73 |
|
|
2023
Q3 | $353K | Buy |
1,996
+22
| +1% | +$3.89K | 0.35% | 67 |
|
|
2023
Q2 | $381K | Buy |
1,974
+127
| +7% | +$24.5K | 0.36% | 70 |
|
|
2023
Q1 | $331K | Buy |
1,847
+5
| +0.3% | +$896 | 0.35% | 70 |
|
|
2022
Q4 | $300K | Buy |
1,842
+21
| +1% | +$3.42K | 0.34% | 76 |
|
|
2022
Q3 | $263K | Buy |
1,821
+8
| +0.4% | +$1.16K | 0.33% | 81 |
|
|
2022
Q2 | $264K | Hold |
1,813
| – | – | 0.31% | 84 |
|
|
2022
Q1 | $273K | Sell |
1,813
-290
| -14% | -$43.7K | 0.27% | 95 |
|
|
2021
Q4 | $376K | Buy |
+2,103
| New | +$376K | 0.35% | 67 |
|