LWAM
Legacy Wealth Asset Management’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27,897
| Closed | -$374K | – | 348 |
|
|
2023
Q2 | $374K | Buy |
27,897
+476
| +2% | +$6.39K | 0.13% | 264 |
|
|
2023
Q1 | $433K | Sell |
27,421
-5,192
| -16% | -$81.9K | 0.16% | 232 |
|
|
2022
Q4 | $553K | Sell |
32,613
-1,238
| -4% | -$21K | 0.21% | 163 |
|
|
2022
Q3 | $451K | Sell |
33,851
-12,838
| -27% | -$171K | 0.2% | 179 |
|
|
2022
Q2 | $683K | Buy |
46,689
+4,183
| +10% | +$61.2K | 0.28% | 141 |
|
|
2022
Q1 | $850K | Buy |
42,506
+2,364
| +6% | +$47.3K | 0.3% | 131 |
|
|
2021
Q4 | $563K | Buy |
40,142
+19,942
| +99% | +$280K | 0.19% | 189 |
|
|
2021
Q3 | $282K | Buy |
20,200
+412
| +2% | +$5.75K | 0.13% | 246 |
|
|
2021
Q2 | $451K | Buy |
19,788
+37
| +0.2% | +$843 | 0.2% | 187 |
|
|
2021
Q1 | $343K | Sell |
19,751
-32
| -0.2% | -$556 | 0.16% | 225 |
|
|
2020
Q4 | $332K | Buy |
+19,783
| New | +$332K | 0.17% | 218 |
|