LWAM
Legacy Wealth Asset Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,092
| Closed | -$918K | – | 334 |
|
|
2022
Q2 | $918K | Buy |
3,092
+42
| +1% | +$12.5K | 0.37% | 90 |
|
|
2022
Q1 | $1.01M | Buy |
3,050
+22
| +0.7% | +$7.26K | 0.36% | 97 |
|
|
2021
Q4 | $1.16M | Sell |
3,028
-34
| -1% | -$13K | 0.39% | 67 |
|
|
2021
Q3 | $1.16M | Sell |
3,062
-60
| -2% | -$22.7K | 0.53% | 42 |
|
|
2021
Q2 | $1.19M | Sell |
3,122
-70
| -2% | -$26.6K | 0.53% | 40 |
|
|
2021
Q1 | $1.04M | Sell |
3,192
-15
| -0.5% | -$4.91K | 0.48% | 49 |
|
|
2020
Q4 | $846K | Buy |
+3,207
| New | +$846K | 0.43% | 71 |
|