LWAM
Legacy Wealth Asset Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,723
| Closed | -$859K | – | 341 |
|
|
2022
Q2 | $859K | Buy |
2,723
+15
| +0.6% | +$4.73K | 0.35% | 109 |
|
|
2022
Q1 | $968K | Buy |
2,708
+86
| +3% | +$30.7K | 0.34% | 109 |
|
|
2021
Q4 | $942K | Buy |
2,622
+232
| +10% | +$83.4K | 0.32% | 120 |
|
|
2021
Q3 | $831K | Buy |
2,390
+40
| +2% | +$13.9K | 0.38% | 100 |
|
|
2021
Q2 | $858K | Buy |
2,350
+45
| +2% | +$16.4K | 0.38% | 100 |
|
|
2021
Q1 | $821K | Buy |
2,305
+17
| +0.7% | +$6.06K | 0.38% | 93 |
|
|
2020
Q4 | $817K | Buy |
+2,288
| New | +$817K | 0.41% | 79 |
|