LWAM
Legacy Wealth Asset Management’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-91,827
| Closed | -$556K | – | 339 |
|
|
2024
Q1 | $556K | Buy |
91,827
+1,849
| +2% | +$11.2K | 0.15% | 210 |
|
|
2023
Q4 | $518K | Buy |
+89,978
| New | +$518K | 0.17% | 216 |
|
|
2023
Q3 | – | Sell |
-86,867
| Closed | -$440K | – | 333 |
|
|
2023
Q2 | $440K | Buy |
86,867
+984
| +1% | +$4.99K | 0.15% | 228 |
|
|
2023
Q1 | $369K | Buy |
85,883
+547
| +0.6% | +$2.35K | 0.13% | 270 |
|
|
2022
Q4 | $430K | Sell |
85,336
-36,801
| -30% | -$185K | 0.16% | 223 |
|
|
2022
Q3 | $484K | Buy |
+122,137
| New | +$484K | 0.21% | 167 |
|