LWAM
Legacy Wealth Asset Management’s Weibo WB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-89,026
| Closed | -$684K | – | 357 |
|
|
2024
Q2 | $684K | Buy |
89,026
+21,007
| +31% | +$161K | 0.19% | 148 |
|
|
2024
Q1 | $618K | Sell |
68,019
-3,777
| -5% | -$34.3K | 0.17% | 184 |
|
|
2023
Q4 | $786K | Sell |
71,796
-25,551
| -26% | -$280K | 0.26% | 112 |
|
|
2023
Q3 | $1.22M | Buy |
97,347
+56,700
| +139% | +$711K | 0.45% | 66 |
|
|
2023
Q2 | $533K | Buy |
40,647
+541
| +1% | +$7.09K | 0.19% | 192 |
|
|
2023
Q1 | $805K | Buy |
40,106
+620
| +2% | +$12.4K | 0.29% | 103 |
|
|
2022
Q4 | $755K | Buy |
+39,486
| New | +$755K | 0.29% | 117 |
|