LWAM
Legacy Wealth Asset Management’s Leslie's LESL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-58,433
| Closed | -$245K | – | 349 |
|
|
2024
Q2 | $245K | Buy |
58,433
+2,553
| +5% | +$10.7K | 0.07% | 316 |
|
|
2024
Q1 | $363K | Buy |
55,880
+1,029
| +2% | +$6.69K | 0.1% | 272 |
|
|
2023
Q4 | $379K | Sell |
54,851
-155
| -0.3% | -$1.07K | 0.12% | 259 |
|
|
2023
Q3 | $311K | Buy |
55,006
+27,100
| +97% | +$153K | 0.11% | 273 |
|
|
2023
Q2 | $262K | Buy |
27,906
+6,429
| +30% | +$60.4K | 0.09% | 303 |
|
|
2023
Q1 | $236K | Sell |
21,477
-240
| -1% | -$2.64K | 0.09% | 312 |
|
|
2022
Q4 | $265K | Sell |
21,717
-491
| -2% | -$6K | 0.1% | 299 |
|
|
2022
Q3 | $327K | Sell |
22,208
-868
| -4% | -$12.8K | 0.14% | 248 |
|
|
2022
Q2 | $350K | Buy |
23,076
+7,585
| +49% | +$115K | 0.14% | 210 |
|
|
2022
Q1 | $300K | Buy |
+15,491
| New | +$300K | 0.11% | 253 |
|