LWAM
Legacy Wealth Asset Management’s Inspire International ETF WWJD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Buy |
248,865
+88,329
| +55% | +$3.03M | 2.17% | 4 |
|
|
2025
Q1 | $4.94M | Buy |
160,536
+8,316
| +5% | +$256K | 1.36% | 6 |
|
|
2024
Q4 | $4.41M | Buy |
152,220
+3,474
| +2% | +$101K | 1.2% | 10 |
|
|
2024
Q3 | $4.8M | Buy |
148,746
+4,030
| +3% | +$130K | 1.29% | 8 |
|
|
2024
Q2 | $4.26M | Buy |
144,716
+6,492
| +5% | +$191K | 1.2% | 9 |
|
|
2024
Q1 | $4.15M | Buy |
138,224
+8,786
| +7% | +$264K | 1.16% | 8 |
|
|
2023
Q4 | $3.82M | Buy |
129,438
+5,823
| +5% | +$172K | 1.25% | 7 |
|
|
2023
Q3 | $3.26M | Buy |
123,615
+2,759
| +2% | +$72.7K | 1.2% | 6 |
|
|
2023
Q2 | $3.36M | Sell |
120,856
-2,619
| -2% | -$72.8K | 1.17% | 7 |
|
|
2023
Q1 | $3.42M | Buy |
123,475
+22
| +0% | +$609 | 1.23% | 5 |
|
|
2022
Q4 | $3.22M | Buy |
123,453
+3,237
| +3% | +$84.4K | 1.23% | 5 |
|
|
2022
Q3 | $2.66M | Buy |
120,216
+4,415
| +4% | +$97.8K | 1.16% | 8 |
|
|
2022
Q2 | $2.88M | Buy |
115,801
+6,594
| +6% | +$164K | 1.17% | 9 |
|
|
2022
Q1 | $3.23M | Buy |
109,207
+6,322
| +6% | +$187K | 1.15% | 9 |
|
|
2021
Q4 | $3.21M | Buy |
102,885
+16,041
| +18% | +$500K | 1.09% | 9 |
|
|
2021
Q3 | $2.96M | Buy |
86,844
+4,756
| +6% | +$162K | 1.36% | 8 |
|
|
2021
Q2 | $2.87M | Buy |
82,088
+2,113
| +3% | +$74K | 1.28% | 9 |
|
|
2021
Q1 | $2.61M | Buy |
79,975
+1,131
| +1% | +$36.9K | 1.21% | 9 |
|
|
2020
Q4 | $2.44M | Buy |
+78,844
| New | +$2.44M | 1.23% | 8 |
|