LWAM
Legacy Wealth Asset Management’s Elastic ESTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,530
| Closed | -$483K | – | 336 |
|
|
2023
Q2 | $483K | Buy |
7,530
+52
| +0.7% | +$3.33K | 0.17% | 205 |
|
|
2023
Q1 | $433K | Buy |
7,478
+1,230
| +20% | +$71.2K | 0.16% | 230 |
|
|
2022
Q4 | $322K | Buy |
6,248
+303
| +5% | +$15.6K | 0.12% | 281 |
|
|
2022
Q3 | $426K | Buy |
+5,945
| New | +$426K | 0.19% | 193 |
|