LWAM
Legacy Wealth Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,327
| Closed | -$276K | – | 345 |
|
|
2023
Q3 | $276K | Sell |
1,327
-26
| -2% | -$5.41K | 0.1% | 286 |
|
|
2023
Q2 | $291K | Buy |
1,353
+32
| +2% | +$6.89K | 0.1% | 289 |
|
|
2023
Q1 | $305K | Sell |
1,321
-17
| -1% | -$3.93K | 0.11% | 285 |
|
|
2022
Q4 | $306K | Buy |
1,338
+164
| +14% | +$37.4K | 0.12% | 286 |
|
|
2022
Q3 | $235K | Buy |
1,174
+6
| +0.5% | +$1.2K | 0.1% | 289 |
|
|
2022
Q2 | $212K | Sell |
1,168
-20
| -2% | -$3.63K | 0.09% | 287 |
|
|
2022
Q1 | $228K | Buy |
1,188
+9
| +0.8% | +$1.73K | 0.08% | 279 |
|
|
2021
Q4 | $279K | Sell |
1,179
-38
| -3% | -$8.99K | 0.09% | 264 |
|
|
2021
Q3 | $252K | Sell |
1,217
-25
| -2% | -$5.18K | 0.12% | 261 |
|
|
2021
Q2 | $273K | Sell |
1,242
-23
| -2% | -$5.06K | 0.12% | 259 |
|
|
2021
Q1 | $265K | Hold |
1,265
| – | – | 0.12% | 256 |
|
|
2020
Q4 | $252K | Buy |
+1,265
| New | +$252K | 0.13% | 255 |
|