LWAM
Legacy Wealth Asset Management’s New Oriental EDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,130
| Closed | -$206K | – | 329 |
|
|
2022
Q2 | $206K | Buy |
+10,130
| New | +$206K | 0.08% | 289 |
|
|
2022
Q1 | – | Sell |
-54,077
| Closed | -$114K | – | 327 |
|
|
2021
Q4 | $114K | Buy |
54,077
+32,659
| +152% | +$68.8K | 0.04% | 305 |
|
|
2021
Q3 | $44K | Buy |
21,418
+207
| +1% | +$425 | 0.02% | 292 |
|
|
2021
Q2 | $174K | Buy |
21,211
+393
| +2% | +$3.22K | 0.08% | 295 |
|
|
2021
Q1 | $291K | Buy |
20,818
+18,687
| +877% | +$261K | 0.13% | 246 |
|
|
2020
Q4 | $396K | Buy |
+2,131
| New | +$396K | 0.2% | 190 |
|