LWAM
Legacy Wealth Asset Management’s Shinhan Financial Group SHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
17,924
-1,631
| -8% | -$73.7K | 0.21% | 126 |
|
|
2025
Q1 | $627K | Buy |
+19,555
| New | +$627K | 0.17% | 195 |
|
|
2024
Q1 | – | Sell |
-39,347
| Closed | -$1.21M | – | 351 |
|
|
2023
Q4 | $1.21M | Sell |
39,347
-220
| -0.6% | -$6.77K | 0.4% | 73 |
|
|
2023
Q3 | $1.05M | Buy |
39,567
+23,314
| +143% | +$618K | 0.38% | 78 |
|
|
2023
Q2 | $424K | Buy |
16,253
+280
| +2% | +$7.3K | 0.15% | 239 |
|
|
2023
Q1 | $430K | Buy |
15,973
+1,628
| +11% | +$43.9K | 0.16% | 234 |
|
|
2022
Q4 | $401K | Buy |
+14,345
| New | +$401K | 0.15% | 248 |
|
|
2022
Q3 | – | Sell |
-25,314
| Closed | -$723K | – | 354 |
|
|
2022
Q2 | $723K | Buy |
25,314
+2,244
| +10% | +$64.1K | 0.29% | 134 |
|
|
2022
Q1 | $771K | Buy |
23,070
+1,551
| +7% | +$51.8K | 0.27% | 142 |
|
|
2021
Q4 | $665K | Buy |
+21,519
| New | +$665K | 0.23% | 162 |
|