LWAM
Legacy Wealth Asset Management’s CAE Inc CAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
31,862
-700
| -2% | -$20.5K | 0.24% | 108 |
|
|
2025
Q1 | $801K | Sell |
32,562
-1,125
| -3% | -$27.7K | 0.22% | 127 |
|
|
2024
Q4 | $855K | Sell |
33,687
-1,607
| -5% | -$40.8K | 0.23% | 113 |
|
|
2024
Q3 | $662K | Buy |
+35,294
| New | +$662K | 0.18% | 185 |
|