LWAM
Legacy Wealth Asset Management’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Sell |
49,295
-5,428
| -10% | -$101K | 0.23% | 110 |
|
|
2025
Q1 | $841K | Sell |
54,723
-2,726
| -5% | -$41.9K | 0.23% | 111 |
|
|
2024
Q4 | $763K | Sell |
57,449
-3,199
| -5% | -$42.5K | 0.21% | 132 |
|
|
2024
Q3 | $737K | Sell |
60,648
-1,351
| -2% | -$16.4K | 0.2% | 148 |
|
|
2024
Q2 | $664K | Buy |
61,999
+376
| +0.6% | +$4.03K | 0.19% | 161 |
|
|
2024
Q1 | $582K | Buy |
61,623
+1,237
| +2% | +$11.7K | 0.16% | 202 |
|
|
2023
Q4 | $476K | Buy |
60,386
+854
| +1% | +$6.73K | 0.16% | 232 |
|
|
2023
Q3 | $464K | Buy |
59,532
+1,534
| +3% | +$12K | 0.17% | 215 |
|
|
2023
Q2 | $456K | Buy |
57,998
+357
| +0.6% | +$2.81K | 0.16% | 218 |
|
|
2023
Q1 | $414K | Buy |
57,641
+11,779
| +26% | +$84.7K | 0.15% | 246 |
|
|
2022
Q4 | $358K | Buy |
45,862
+10,388
| +29% | +$81K | 0.14% | 271 |
|
|
2022
Q3 | $227K | Sell |
35,474
-132,993
| -79% | -$851K | 0.1% | 295 |
|
|
2022
Q2 | $1.28M | Sell |
168,467
-9,422
| -5% | -$71.6K | 0.52% | 43 |
|
|
2022
Q1 | $1.41M | Buy |
177,889
+26,785
| +18% | +$212K | 0.5% | 50 |
|
|
2021
Q4 | $1.56M | Buy |
+151,104
| New | +$1.56M | 0.53% | 30 |
|