LWAM
Legacy Wealth Asset Management’s Coupang CPNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
26,356
-26
| -0.1% | -$779 | 0.2% | 133 |
|
|
2025
Q1 | $579K | Sell |
26,382
-101
| -0.4% | -$2.22K | 0.16% | 212 |
|
|
2024
Q4 | $582K | Sell |
26,483
-211
| -0.8% | -$4.64K | 0.16% | 210 |
|
|
2024
Q3 | $655K | Sell |
26,694
-68
| -0.3% | -$1.67K | 0.18% | 189 |
|
|
2024
Q2 | $561K | Buy |
+26,762
| New | +$561K | 0.16% | 205 |
|