LWAM
Legacy Wealth Asset Management’s RB Global RBA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Sell |
7,603
-425
| -5% | -$45.1K | 0.21% | 129 |
|
|
2025
Q1 | $805K | Sell |
8,028
-200
| -2% | -$20.1K | 0.22% | 123 |
|
|
2024
Q4 | $742K | Buy |
8,228
+23
| +0.3% | +$2.08K | 0.2% | 144 |
|
|
2024
Q3 | $660K | Sell |
8,205
-459
| -5% | -$36.9K | 0.18% | 186 |
|
|
2024
Q2 | $662K | Buy |
8,664
+69
| +0.8% | +$5.27K | 0.19% | 164 |
|
|
2024
Q1 | $655K | Buy |
8,595
+109
| +1% | +$8.3K | 0.18% | 164 |
|
|
2023
Q4 | $568K | Sell |
8,486
-10
| -0.1% | -$669 | 0.19% | 188 |
|
|
2023
Q3 | $531K | Sell |
8,496
-9,281
| -52% | -$580K | 0.19% | 184 |
|
|
2023
Q2 | $1.07M | Buy |
17,777
+1,032
| +6% | +$61.9K | 0.37% | 75 |
|
|
2023
Q1 | $943K | Sell |
16,745
-3,463
| -17% | -$195K | 0.34% | 84 |
|
|
2022
Q4 | $1.17M | Sell |
20,208
-11,736
| -37% | -$679K | 0.45% | 62 |
|
|
2022
Q3 | $2M | Buy |
31,944
+21,581
| +208% | +$1.35M | 0.87% | 11 |
|
|
2022
Q2 | $674K | Buy |
10,363
+135
| +1% | +$8.78K | 0.27% | 143 |
|
|
2022
Q1 | $604K | Buy |
10,228
+375
| +4% | +$22.1K | 0.22% | 170 |
|
|
2021
Q4 | $603K | Buy |
9,853
+440
| +5% | +$26.9K | 0.2% | 180 |
|
|
2021
Q3 | $580K | Buy |
9,413
+59
| +0.6% | +$3.64K | 0.27% | 149 |
|
|
2021
Q2 | $555K | Sell |
9,354
-117
| -1% | -$6.94K | 0.25% | 152 |
|
|
2021
Q1 | $555K | Buy |
9,471
+1,747
| +23% | +$102K | 0.26% | 160 |
|
|
2020
Q4 | $537K | Buy |
+7,724
| New | +$537K | 0.27% | 154 |
|