LWMI
DEA

Legacy Wealth Management (Idaho)’s Easterly Government Properties DEA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$465K Buy
+20,944
New +$465K 0.24% 50
2025
Q1 		– Sell
-22,846
Closed -$619K – 821
2024
Q4 		$619K Sell
22,846
-3,312
-13% -$89.8K 0.4% 40
2024
Q3 		$856K Buy
+26,158
New +$856K 0.5% 30