LWAM
Legacy Wealth Asset Management’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $556K | Buy |
5,305
+2
| +0% | +$210 | 0.14% | 228 |
|
|
2025
Q1 | $529K | Sell |
5,303
-37
| -0.7% | -$3.69K | 0.15% | 227 |
|
|
2024
Q4 | $584K | Sell |
5,340
-36
| -0.7% | -$3.94K | 0.16% | 207 |
|
|
2024
Q3 | $618K | Sell |
5,376
-5
| -0.1% | -$575 | 0.17% | 203 |
|
|
2024
Q2 | $537K | Buy |
5,381
+156
| +3% | +$15.6K | 0.15% | 214 |
|
|
2024
Q1 | $577K | Sell |
5,225
-129
| -2% | -$14.3K | 0.16% | 203 |
|
|
2023
Q4 | $574K | Sell |
5,354
-110
| -2% | -$11.8K | 0.19% | 184 |
|
|
2023
Q3 | $538K | Buy |
5,464
+11
| +0.2% | +$1.08K | 0.2% | 179 |
|
|
2023
Q2 | $575K | Sell |
5,453
-195
| -3% | -$20.6K | 0.2% | 173 |
|
|
2023
Q1 | $544K | Sell |
5,648
-74
| -1% | -$7.12K | 0.2% | 177 |
|
|
2022
Q4 | $493K | Sell |
5,722
-37
| -0.6% | -$3.19K | 0.19% | 179 |
|
|
2022
Q3 | $433K | Buy |
+5,759
| New | +$433K | 0.19% | 186 |
|