LWAM
Legacy Wealth Asset Management’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
31,777
+65
| +0.2% | +$1.31K | 0.16% | 196 |
|
|
2025
Q1 | $436K | Buy |
31,712
+8,933
| +39% | +$123K | 0.12% | 257 |
|
|
2024
Q4 | $270K | Sell |
22,779
-4,965
| -18% | -$58.8K | 0.07% | 319 |
|
|
2024
Q3 | $498K | Buy |
27,744
+328
| +1% | +$5.88K | 0.13% | 247 |
|
|
2024
Q2 | $482K | Buy |
27,416
+1,317
| +5% | +$23.2K | 0.14% | 235 |
|
|
2024
Q1 | $670K | Sell |
26,099
-2,231
| -8% | -$57.2K | 0.19% | 161 |
|
|
2023
Q4 | $739K | Sell |
28,330
-847
| -3% | -$22.1K | 0.24% | 125 |
|
|
2023
Q3 | $673K | Sell |
29,177
-1,726
| -6% | -$39.8K | 0.25% | 126 |
|
|
2023
Q2 | $725K | Sell |
30,903
-658
| -2% | -$15.4K | 0.25% | 118 |
|
|
2023
Q1 | $375K | Buy |
31,561
+4,290
| +16% | +$50.9K | 0.14% | 267 |
|
|
2022
Q4 | $418K | Buy |
27,271
+10,862
| +66% | +$167K | 0.16% | 234 |
|
|
2022
Q3 | $312K | Sell |
16,409
-13,261
| -45% | -$252K | 0.14% | 257 |
|
|
2022
Q2 | $533K | Buy |
29,670
+5,435
| +22% | +$97.6K | 0.22% | 165 |
|
|
2022
Q1 | $729K | Buy |
+24,235
| New | +$729K | 0.26% | 151 |
|