LWAM
Legacy Wealth Asset Management’s NetEase NTES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-8,639
| Closed | -$807K | – | 346 |
|
2022
Q2 | $807K | Buy |
8,639
+668
| +8% | +$62.4K | 0.33% | 121 |
|
2022
Q1 | $715K | Buy |
7,971
+537
| +7% | +$48.2K | 0.25% | 153 |
|
2021
Q4 | $757K | Buy |
7,434
+432
| +6% | +$44K | 0.26% | 149 |
|
2021
Q3 | $598K | Buy |
7,002
+175
| +3% | +$14.9K | 0.27% | 146 |
|
2021
Q2 | $787K | Sell |
6,827
-244
| -3% | -$28.1K | 0.35% | 118 |
|
2021
Q1 | $730K | Sell |
7,071
-198
| -3% | -$20.4K | 0.34% | 120 |
|
2020
Q4 | $696K | Buy |
+7,269
| New | +$696K | 0.35% | 111 |
|