LWAM
Legacy Wealth Asset Management’s SBA Communications SBAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
8,786
-2
| -0% | -$470 | 0.52% | 45 |
|
|
2025
Q1 | $1.93M | Buy |
8,788
+313
| +4% | +$68.9K | 0.53% | 39 |
|
|
2024
Q4 | $1.73M | Sell |
8,475
-785
| -8% | -$160K | 0.47% | 50 |
|
|
2024
Q3 | $2.23M | Sell |
9,260
-75
| -0.8% | -$18.1K | 0.6% | 37 |
|
|
2024
Q2 | $1.83M | Buy |
9,335
+3,397
| +57% | +$667K | 0.52% | 49 |
|
|
2024
Q1 | $1.29M | Buy |
5,938
+268
| +5% | +$58.1K | 0.36% | 71 |
|
|
2023
Q4 | $1.44M | Buy |
5,670
+576
| +11% | +$146K | 0.47% | 59 |
|
|
2023
Q3 | $1.02M | Buy |
5,094
+149
| +3% | +$29.8K | 0.37% | 85 |
|
|
2023
Q2 | $1.15M | Buy |
4,945
+81
| +2% | +$18.8K | 0.4% | 68 |
|
|
2023
Q1 | $1.27M | Buy |
4,864
+59
| +1% | +$15.4K | 0.46% | 58 |
|
|
2022
Q4 | $1.35M | Buy |
4,805
+32
| +0.7% | +$8.97K | 0.51% | 51 |
|
|
2022
Q3 | $1.36M | Buy |
4,773
+390
| +9% | +$111K | 0.59% | 38 |
|
|
2022
Q2 | $1.4M | Sell |
4,383
-17
| -0.4% | -$5.44K | 0.57% | 33 |
|
|
2022
Q1 | $1.51M | Buy |
4,400
+116
| +3% | +$39.9K | 0.54% | 40 |
|
|
2021
Q4 | $1.67M | Buy |
4,284
+663
| +18% | +$258K | 0.56% | 23 |
|
|
2021
Q3 | $1.2M | Sell |
3,621
-2
| -0.1% | -$661 | 0.55% | 37 |
|
|
2021
Q2 | $1.16M | Buy |
3,623
+117
| +3% | +$37.3K | 0.51% | 42 |
|
|
2021
Q1 | $973K | Buy |
3,506
+149
| +4% | +$41.4K | 0.45% | 58 |
|
|
2020
Q4 | $947K | Buy |
+3,357
| New | +$947K | 0.48% | 47 |
|