LWAM
Legacy Wealth Asset Management’s ING ING Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $846K | Sell |
38,689
-2,754
| -7% | -$60.2K | 0.22% | 120 |
|
|
2025
Q1 | $812K | Buy |
41,443
+95
| +0.2% | +$1.86K | 0.22% | 119 |
|
|
2024
Q4 | $648K | Sell |
41,348
-455
| -1% | -$7.13K | 0.18% | 180 |
|
|
2024
Q3 | $759K | Sell |
41,803
-10,694
| -20% | -$194K | 0.2% | 142 |
|
|
2024
Q2 | $900K | Buy |
52,497
+963
| +2% | +$16.5K | 0.25% | 104 |
|
|
2024
Q1 | $850K | Buy |
51,534
+2,143
| +4% | +$35.3K | 0.24% | 118 |
|
|
2023
Q4 | $742K | Buy |
49,391
+10,454
| +27% | +$157K | 0.24% | 124 |
|
|
2023
Q3 | $513K | Sell |
38,937
-2,573
| -6% | -$33.9K | 0.19% | 192 |
|
|
2023
Q2 | $559K | Buy |
41,510
+179
| +0.4% | +$2.41K | 0.2% | 183 |
|
|
2023
Q1 | $491K | Buy |
41,331
+6,329
| +18% | +$75.1K | 0.18% | 192 |
|
|
2022
Q4 | $426K | Buy |
35,002
+5,207
| +17% | +$63.4K | 0.16% | 228 |
|
|
2022
Q3 | $253K | Sell |
29,795
-97,448
| -77% | -$827K | 0.11% | 283 |
|
|
2022
Q2 | $1.26M | Buy |
+127,243
| New | +$1.26M | 0.51% | 44 |
|