LWAM
Legacy Wealth Asset Management’s Mine Safety MSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $987K | Buy |
5,892
+752
| +15% | +$126K | 0.25% | 104 |
|
2025
Q1 | $754K | Sell |
5,140
-94
| -2% | -$13.8K | 0.21% | 139 |
|
2024
Q4 | $868K | Sell |
5,234
-184
| -3% | -$30.5K | 0.24% | 109 |
|
2024
Q3 | $961K | Buy |
5,418
+72
| +1% | +$12.8K | 0.26% | 100 |
|
2024
Q2 | $1M | Buy |
5,346
+532
| +11% | +$99.9K | 0.28% | 94 |
|
2024
Q1 | $932K | Buy |
4,814
+506
| +12% | +$98K | 0.26% | 108 |
|
2023
Q4 | $727K | Buy |
4,308
+573
| +15% | +$96.7K | 0.24% | 129 |
|
2023
Q3 | $589K | Sell |
3,735
-120
| -3% | -$18.9K | 0.22% | 159 |
|
2023
Q2 | $671K | Buy |
3,855
+489
| +15% | +$85.1K | 0.23% | 139 |
|
2023
Q1 | $449K | Buy |
3,366
+707
| +27% | +$94.4K | 0.16% | 221 |
|
2022
Q4 | $383K | Buy |
2,659
+37
| +1% | +$5.34K | 0.15% | 258 |
|
2022
Q3 | $287K | Sell |
2,622
-114
| -4% | -$12.5K | 0.13% | 267 |
|
2022
Q2 | $331K | Sell |
2,736
-759
| -22% | -$91.8K | 0.13% | 218 |
|
2022
Q1 | $464K | Buy |
3,495
+136
| +4% | +$18.1K | 0.17% | 194 |
|
2021
Q4 | $507K | Buy |
3,359
+85
| +3% | +$12.8K | 0.17% | 196 |
|
2021
Q3 | $477K | Buy |
3,274
+4
| +0.1% | +$583 | 0.22% | 178 |
|
2021
Q2 | $541K | Buy |
3,270
+2
| +0.1% | +$331 | 0.24% | 158 |
|
2021
Q1 | $490K | Buy |
3,268
+57
| +2% | +$8.55K | 0.23% | 174 |
|
2020
Q4 | $480K | Buy |
+3,211
| New | +$480K | 0.24% | 163 |
|