LWAM
Legacy Wealth Asset Management’s Keysight KEYS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
3,204
+608
| +23% | +$99.6K | 0.13% | 237 |
|
|
2025
Q1 | $389K | Sell |
2,596
-11
| -0.4% | -$1.65K | 0.11% | 268 |
|
|
2024
Q4 | $419K | Sell |
2,607
-3
| -0.1% | -$482 | 0.11% | 265 |
|
|
2024
Q3 | $415K | Buy |
2,610
+821
| +46% | +$130K | 0.11% | 271 |
|
|
2024
Q2 | $245K | Buy |
1,789
+37
| +2% | +$5.06K | 0.07% | 317 |
|
|
2024
Q1 | $274K | Buy |
1,752
+30
| +2% | +$4.69K | 0.08% | 311 |
|
|
2023
Q4 | $274K | Buy |
1,722
+119
| +7% | +$18.9K | 0.09% | 302 |
|
|
2023
Q3 | $212K | Buy |
1,603
+106
| +7% | +$14K | 0.08% | 315 |
|
|
2023
Q2 | $251K | Sell |
1,497
-322
| -18% | -$53.9K | 0.09% | 311 |
|
|
2023
Q1 | $294K | Sell |
1,819
-17
| -0.9% | -$2.75K | 0.11% | 287 |
|
|
2022
Q4 | $314K | Sell |
1,836
-166
| -8% | -$28.4K | 0.12% | 284 |
|
|
2022
Q3 | $315K | Buy |
2,002
+42
| +2% | +$6.61K | 0.14% | 254 |
|
|
2022
Q2 | $270K | Sell |
1,960
-41
| -2% | -$5.65K | 0.11% | 246 |
|
|
2022
Q1 | $316K | Buy |
2,001
+4
| +0.2% | +$632 | 0.11% | 248 |
|
|
2021
Q4 | $412K | Sell |
1,997
-113
| -5% | -$23.3K | 0.14% | 222 |
|
|
2021
Q3 | $347K | Sell |
2,110
-47
| -2% | -$7.73K | 0.16% | 223 |
|
|
2021
Q2 | $333K | Sell |
2,157
-127
| -6% | -$19.6K | 0.15% | 233 |
|
|
2021
Q1 | $328K | Sell |
2,284
-8
| -0.3% | -$1.15K | 0.15% | 235 |
|
|
2020
Q4 | $303K | Buy |
+2,292
| New | +$303K | 0.15% | 230 |
|