LWAM
Legacy Wealth Asset Management’s Horace Mann Educators HMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,592
| Closed | -$255K | – | 339 |
|
|
2023
Q2 | $255K | Sell |
8,592
-89
| -1% | -$2.64K | 0.09% | 306 |
|
|
2023
Q1 | $291K | Sell |
8,681
-200
| -2% | -$6.7K | 0.1% | 289 |
|
|
2022
Q4 | $332K | Buy |
8,881
+81
| +0.9% | +$3.03K | 0.13% | 279 |
|
|
2022
Q3 | $311K | Sell |
8,800
-69
| -0.8% | -$2.44K | 0.14% | 258 |
|
|
2022
Q2 | $340K | Buy |
8,869
+279
| +3% | +$10.7K | 0.14% | 214 |
|
|
2022
Q1 | $359K | Buy |
8,590
+252
| +3% | +$10.5K | 0.13% | 227 |
|
|
2021
Q4 | $323K | Buy |
8,338
+131
| +2% | +$5.08K | 0.11% | 254 |
|
|
2021
Q3 | $327K | Buy |
8,207
+38
| +0.5% | +$1.51K | 0.15% | 229 |
|
|
2021
Q2 | $306K | Buy |
8,169
+91
| +1% | +$3.41K | 0.14% | 244 |
|
|
2021
Q1 | $349K | Sell |
8,078
-13
| -0.2% | -$562 | 0.16% | 220 |
|
|
2020
Q4 | $340K | Buy |
+8,091
| New | +$340K | 0.17% | 214 |
|