LWAM
Legacy Wealth Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,389
| Closed | -$942K | – | 342 |
|
|
2022
Q2 | $942K | Buy |
12,389
+85
| +0.7% | +$6.46K | 0.38% | 83 |
|
|
2022
Q1 | $1.08M | Sell |
12,304
-86
| -0.7% | -$7.51K | 0.38% | 85 |
|
|
2021
Q4 | $1.22M | Sell |
12,390
-790
| -6% | -$77.5K | 0.41% | 59 |
|
|
2021
Q3 | $1.28M | Sell |
13,180
-366
| -3% | -$35.6K | 0.59% | 28 |
|
|
2021
Q2 | $1.24M | Sell |
13,546
-360
| -3% | -$33K | 0.55% | 33 |
|
|
2021
Q1 | $1.08M | Sell |
13,906
-116
| -0.8% | -$9.01K | 0.5% | 45 |
|
|
2020
Q4 | $961K | Buy |
+14,022
| New | +$961K | 0.48% | 43 |
|