LWAM
Legacy Wealth Asset Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-638
| Closed | -$306K | – | 349 |
|
|
2024
Q4 | $306K | Sell |
638
-30
| -4% | -$14.4K | 0.08% | 305 |
|
|
2024
Q3 | $307K | Buy |
668
+10
| +2% | +$4.6K | 0.08% | 306 |
|
|
2024
Q2 | $269K | Buy |
658
+25
| +4% | +$10.2K | 0.08% | 307 |
|
|
2024
Q1 | $288K | Buy |
633
+2
| +0.3% | +$909 | 0.08% | 301 |
|
|
2023
Q4 | $301K | Buy |
631
+2
| +0.3% | +$954 | 0.1% | 289 |
|
|
2023
Q3 | $275K | Sell |
629
-37
| -6% | -$16.2K | 0.1% | 287 |
|
|
2023
Q2 | $267K | Buy |
+666
| New | +$267K | 0.09% | 299 |
|