LWAM
Legacy Wealth Asset Management’s Copel ELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-23,912
| Closed | -$152K | – | 331 |
|
|
2022
Q2 | $152K | Sell |
23,912
-10,677
| -31% | -$67.9K | 0.06% | 294 |
|
|
2022
Q1 | $270K | Buy |
34,589
+1,715
| +5% | +$13.4K | 0.1% | 261 |
|
|
2021
Q4 | $185K | Buy |
32,874
+1,423
| +5% | +$8.01K | 0.06% | 301 |
|
|
2021
Q3 | $205K | Buy |
31,451
+420
| +1% | +$2.74K | 0.09% | 282 |
|
|
2021
Q2 | $179K | Sell |
31,031
-121,509
| -80% | -$701K | 0.08% | 294 |
|
|
2021
Q1 | $192K | Buy |
152,540
+137,480
| +913% | +$173K | 0.09% | 284 |
|
|
2020
Q4 | $215K | Buy |
+15,060
| New | +$215K | 0.11% | 270 |
|