LWAM
Legacy Wealth Asset Management’s World Kinect Corp WKC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,078
| Closed | -$281K | – | 363 |
|
|
2024
Q3 | $281K | Sell |
9,078
-105
| -1% | -$3.25K | 0.08% | 313 |
|
|
2024
Q2 | $237K | Buy |
9,183
+108
| +1% | +$2.79K | 0.07% | 320 |
|
|
2024
Q1 | $240K | Sell |
9,075
-63
| -0.7% | -$1.67K | 0.07% | 322 |
|
|
2023
Q4 | $208K | Buy |
9,138
+33
| +0.4% | +$752 | 0.07% | 327 |
|
|
2023
Q3 | $204K | Buy |
+9,105
| New | +$204K | 0.08% | 321 |
|
|
2023
Q2 | – | Sell |
-9,118
| Closed | -$233K | – | 348 |
|
|
2023
Q1 | $233K | Buy |
+9,118
| New | +$233K | 0.08% | 318 |
|