LWAM
Legacy Wealth Asset Management’s Bio-Techne TECH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,959
| Closed | -$212K | – | 356 |
|
2024
Q2 | $212K | Sell |
2,959
-1,000
| -25% | -$71.7K | 0.06% | 323 |
|
2024
Q1 | $279K | Sell |
3,959
-3,407
| -46% | -$240K | 0.08% | 308 |
|
2023
Q4 | $568K | Sell |
7,366
-70
| -0.9% | -$5.4K | 0.19% | 187 |
|
2023
Q3 | $506K | Sell |
7,436
-1,500
| -17% | -$102K | 0.19% | 194 |
|
2023
Q2 | $729K | Sell |
8,936
-1,257
| -12% | -$103K | 0.25% | 115 |
|
2023
Q1 | $756K | Sell |
10,193
-1,351
| -12% | -$100K | 0.27% | 112 |
|
2022
Q4 | $957K | Buy |
11,544
+8,514
| +281% | +$706K | 0.36% | 81 |
|
2022
Q3 | $861K | Sell |
3,030
-350
| -10% | -$99.5K | 0.38% | 80 |
|
2022
Q2 | $1.17M | Sell |
3,380
-150
| -4% | -$52K | 0.48% | 53 |
|
2022
Q1 | $1.53M | Buy |
+3,530
| New | +$1.53M | 0.54% | 38 |
|