LWAM
Legacy Wealth Asset Management’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,535
| Closed | -$255K | – | 358 |
|
|
2022
Q2 | $255K | Buy |
2,535
+72
| +3% | +$7.24K | 0.1% | 254 |
|
|
2022
Q1 | $269K | Buy |
2,463
+75
| +3% | +$8.19K | 0.1% | 262 |
|
|
2021
Q4 | $332K | Sell |
2,388
-33
| -1% | -$4.59K | 0.11% | 252 |
|
|
2021
Q3 | $259K | Sell |
2,421
-3
| -0.1% | -$321 | 0.12% | 256 |
|
|
2021
Q2 | $268K | Buy |
2,424
+8
| +0.3% | +$884 | 0.12% | 261 |
|
|
2021
Q1 | $251K | Sell |
2,416
-915
| -27% | -$95.1K | 0.12% | 264 |
|
|
2020
Q4 | $311K | Buy |
+3,331
| New | +$311K | 0.16% | 227 |
|