LWMI
ECC

Legacy Wealth Management (Idaho)’s Eagle Point Credit Co ECC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.89M Sell
508,109
-301,175
-37% -$2.31M 2.03% 9
2025
Q1
$6.56M Sell
809,284
-38,587
-5% -$313K 4.63% 6
2024
Q4
$7.58M Buy
847,871
+843,716
+20,306% +$7.54M 4.84% 5
2024
Q3
$39.1K Buy
+4,155
New +$39.1K 0.02% 134