LWAM
Legacy Wealth Asset Management’s Inspire Corporate Bond ETF IBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
147,185
+4,471
| +3% | +$107K | 0.9% | 12 |
|
|
2025
Q1 | $3.39M | Buy |
142,714
+1,987
| +1% | +$47.2K | 0.94% | 12 |
|
|
2024
Q4 | $3.3M | Sell |
140,727
-63
| -0% | -$1.48K | 0.9% | 12 |
|
|
2024
Q3 | $3.39M | Buy |
140,790
+1,156
| +0.8% | +$27.8K | 0.91% | 12 |
|
|
2024
Q2 | $3.26M | Buy |
139,634
+11,212
| +9% | +$261K | 0.92% | 13 |
|
|
2024
Q1 | $3.02M | Buy |
128,422
+4,515
| +4% | +$106K | 0.84% | 14 |
|
|
2023
Q4 | $2.92M | Sell |
123,907
-3,004
| -2% | -$70.9K | 0.96% | 10 |
|
|
2023
Q3 | $2.87M | Sell |
126,911
-4,129
| -3% | -$93.5K | 1.05% | 9 |
|
|
2023
Q2 | $3.03M | Buy |
131,040
+2,500
| +2% | +$57.7K | 1.06% | 10 |
|
|
2023
Q1 | $3.01M | Sell |
128,540
-5,308
| -4% | -$124K | 1.09% | 8 |
|
|
2022
Q4 | $3.08M | Buy |
133,848
+765
| +0.6% | +$17.6K | 1.17% | 7 |
|
|
2022
Q3 | $3.01M | Sell |
133,083
-19,558
| -13% | -$443K | 1.32% | 5 |
|
|
2022
Q2 | $3.57M | Sell |
152,641
-6,896
| -4% | -$161K | 1.45% | 5 |
|
|
2022
Q1 | $3.89M | Buy |
159,537
+10,814
| +7% | +$264K | 1.38% | 5 |
|
|
2021
Q4 | $3.83M | Buy |
148,723
+18,435
| +14% | +$475K | 1.3% | 6 |
|
|
2021
Q3 | $3.41M | Buy |
130,288
+5,063
| +4% | +$132K | 1.56% | 4 |
|
|
2021
Q2 | $3.29M | Buy |
125,225
+3,173
| +3% | +$83.4K | 1.46% | 4 |
|
|
2021
Q1 | $3.16M | Buy |
122,052
+11,851
| +11% | +$307K | 1.46% | 4 |
|
|
2020
Q4 | $2.93M | Buy |
+110,201
| New | +$2.93M | 1.48% | 4 |
|