LWAM
Legacy Wealth Asset Management’s Core Laboratories CLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,425
| Closed | -$490K | – | 342 |
|
|
2023
Q3 | $490K | Sell |
20,425
-2,606
| -11% | -$62.6K | 0.18% | 201 |
|
|
2023
Q2 | $535K | Buy |
23,031
+53
| +0.2% | +$1.23K | 0.19% | 191 |
|
|
2023
Q1 | $507K | Buy |
22,978
+154
| +0.7% | +$3.4K | 0.18% | 189 |
|
|
2022
Q4 | $463K | Buy |
+22,824
| New | +$463K | 0.18% | 197 |
|