LWAM
Legacy Wealth Asset Management’s Brunswick BC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,857
| Closed | -$334K | – | 335 |
|
|
2023
Q2 | $334K | Sell |
3,857
-34
| -0.9% | -$2.95K | 0.12% | 275 |
|
|
2023
Q1 | $319K | Sell |
3,891
-99
| -2% | -$8.12K | 0.12% | 280 |
|
|
2022
Q4 | $288K | Buy |
3,990
+25
| +0.6% | +$1.8K | 0.11% | 288 |
|
|
2022
Q3 | $260K | Sell |
3,965
-86
| -2% | -$5.64K | 0.11% | 279 |
|
|
2022
Q2 | $265K | Buy |
4,051
+117
| +3% | +$7.65K | 0.11% | 249 |
|
|
2022
Q1 | $318K | Buy |
3,934
+124
| +3% | +$10K | 0.11% | 246 |
|
|
2021
Q4 | $384K | Buy |
3,810
+67
| +2% | +$6.75K | 0.13% | 231 |
|
|
2021
Q3 | $357K | Buy |
3,743
+17
| +0.5% | +$1.62K | 0.16% | 219 |
|
|
2021
Q2 | $371K | Buy |
3,726
+30
| +0.8% | +$2.99K | 0.16% | 224 |
|
|
2021
Q1 | $352K | Sell |
3,696
-47
| -1% | -$4.48K | 0.16% | 219 |
|
|
2020
Q4 | $285K | Buy |
+3,743
| New | +$285K | 0.14% | 238 |
|