LWAM
Legacy Wealth Asset Management’s Asbury Automotive ABG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,235
| Closed | -$284K | – | 338 |
|
|
2023
Q3 | $284K | Sell |
1,235
-290
| -19% | -$66.7K | 0.1% | 283 |
|
|
2023
Q2 | $367K | Buy |
1,525
+38
| +3% | +$9.14K | 0.13% | 267 |
|
|
2023
Q1 | $312K | Sell |
1,487
-24
| -2% | -$5.04K | 0.11% | 281 |
|
|
2022
Q4 | $271K | Buy |
1,511
+138
| +10% | +$24.7K | 0.1% | 293 |
|
|
2022
Q3 | $207K | Buy |
1,373
+46
| +3% | +$6.94K | 0.09% | 306 |
|
|
2022
Q2 | $225K | Buy |
1,327
+30
| +2% | +$5.09K | 0.09% | 278 |
|
|
2022
Q1 | $208K | Buy |
+1,297
| New | +$208K | 0.07% | 294 |
|
|
2021
Q4 | – | Sell |
-1,351
| Closed | -$266K | – | 320 |
|
|
2021
Q3 | $266K | Hold |
1,351
| – | – | 0.12% | 254 |
|
|
2021
Q2 | $232K | Buy |
+1,351
| New | +$232K | 0.1% | 275 |
|