LWAM
Legacy Wealth Asset Management’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,789
| Closed | -$237K | – | 359 |
|
|
2025
Q1 | $237K | Sell |
1,789
-14
| -0.8% | -$1.86K | 0.07% | 322 |
|
|
2024
Q4 | $332K | Sell |
1,803
-214
| -11% | -$39.4K | 0.09% | 293 |
|
|
2024
Q3 | $392K | Buy |
2,017
+93
| +5% | +$18.1K | 0.11% | 273 |
|
|
2024
Q2 | $362K | Buy |
1,924
+59
| +3% | +$11.1K | 0.1% | 276 |
|
|
2024
Q1 | $345K | Buy |
1,865
+3
| +0.2% | +$555 | 0.1% | 282 |
|
|
2023
Q4 | $361K | Buy |
1,862
+19
| +1% | +$3.68K | 0.12% | 265 |
|
|
2023
Q3 | $314K | Sell |
1,843
-72
| -4% | -$12.3K | 0.12% | 269 |
|
|
2023
Q2 | $368K | Buy |
1,915
+73
| +4% | +$14K | 0.13% | 266 |
|
|
2023
Q1 | $281K | Sell |
1,842
-265
| -13% | -$40.4K | 0.1% | 294 |
|
|
2022
Q4 | $271K | Buy |
2,107
+256
| +14% | +$32.9K | 0.1% | 294 |
|
|
2022
Q3 | $230K | Buy |
1,851
+69
| +4% | +$8.57K | 0.1% | 292 |
|
|
2022
Q2 | $201K | Sell |
1,782
-16
| -0.9% | -$1.81K | 0.08% | 292 |
|
|
2022
Q1 | $236K | Buy |
1,798
+239
| +15% | +$31.4K | 0.08% | 273 |
|
|
2021
Q4 | $222K | Sell |
1,559
-216
| -12% | -$30.8K | 0.08% | 293 |
|
|
2021
Q3 | $286K | Buy |
+1,775
| New | +$286K | 0.13% | 244 |
|