LWAM
Legacy Wealth Asset Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,496
| Closed | -$667K | – | 317 |
|
|
2022
Q2 | $667K | Buy |
14,496
+356
| +3% | +$16.4K | 0.27% | 145 |
|
|
2022
Q1 | $755K | Buy |
14,140
+621
| +5% | +$33.2K | 0.27% | 146 |
|
|
2021
Q4 | $816K | Buy |
13,519
+631
| +5% | +$38.1K | 0.28% | 146 |
|
|
2021
Q3 | $904K | Buy |
12,888
+222
| +2% | +$15.6K | 0.41% | 82 |
|
|
2021
Q2 | $896K | Buy |
12,666
+24
| +0.2% | +$1.7K | 0.4% | 85 |
|
|
2021
Q1 | $920K | Buy |
12,642
+146
| +1% | +$10.6K | 0.42% | 70 |
|
|
2020
Q4 | $771K | Buy |
+12,496
| New | +$771K | 0.39% | 90 |
|