LWAM
Legacy Wealth Asset Management’s First Industrial Realty Trust FR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,353
| Closed | -$445K | – | 343 |
|
|
2023
Q3 | $445K | Buy |
9,353
+289
| +3% | +$13.8K | 0.16% | 227 |
|
|
2023
Q2 | $477K | Buy |
9,064
+378
| +4% | +$19.9K | 0.17% | 209 |
|
|
2023
Q1 | $462K | Buy |
8,686
+115
| +1% | +$6.12K | 0.17% | 209 |
|
|
2022
Q4 | $414K | Buy |
8,571
+134
| +2% | +$6.47K | 0.16% | 237 |
|
|
2022
Q3 | $378K | Sell |
8,437
-431
| -5% | -$19.3K | 0.17% | 223 |
|
|
2022
Q2 | $421K | Buy |
8,868
+251
| +3% | +$11.9K | 0.17% | 193 |
|
|
2022
Q1 | $533K | Buy |
8,617
+327
| +4% | +$20.2K | 0.19% | 180 |
|
|
2021
Q4 | $549K | Sell |
8,290
-232
| -3% | -$15.4K | 0.19% | 191 |
|
|
2021
Q3 | $444K | Buy |
8,522
+33
| +0.4% | +$1.72K | 0.2% | 186 |
|
|
2021
Q2 | $443K | Sell |
8,489
-4
| -0% | -$209 | 0.2% | 191 |
|
|
2021
Q1 | $389K | Sell |
8,493
-2,148
| -20% | -$98.4K | 0.18% | 211 |
|
|
2020
Q4 | $448K | Buy |
+10,641
| New | +$448K | 0.23% | 169 |
|