LWAM
Legacy Wealth Asset Management’s United Microelectronic UMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-44,049
| Closed | -$298K | – | 366 |
|
|
2022
Q2 | $298K | Buy |
44,049
+760
| +2% | +$5.14K | 0.12% | 234 |
|
|
2022
Q1 | $395K | Buy |
43,289
+871
| +2% | +$7.95K | 0.14% | 216 |
|
|
2021
Q4 | $496K | Sell |
42,418
-4,799
| -10% | -$56.1K | 0.17% | 200 |
|
|
2021
Q3 | $540K | Sell |
47,217
-9,606
| -17% | -$110K | 0.25% | 160 |
|
|
2021
Q2 | $537K | Sell |
56,823
-13,801
| -20% | -$130K | 0.24% | 161 |
|
|
2021
Q1 | $643K | Buy |
70,624
+1,067
| +2% | +$9.72K | 0.3% | 141 |
|
|
2020
Q4 | $586K | Buy |
+69,557
| New | +$586K | 0.3% | 139 |
|