LWMM
Legacy Wealth Management (Mississippi)’s Check Point Software Technologies CHKP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,950
| Closed | -$344K | – | 96 |
|
2021
Q4 | $344K | Hold |
2,950
| – | – | 0.18% | 87 |
|
2021
Q3 | $333K | Sell |
2,950
-300
| -9% | -$33.9K | 0.18% | 91 |
|
2021
Q2 | $377K | Hold |
3,250
| – | – | 0.21% | 83 |
|
2021
Q1 | $364K | Sell |
3,250
-120
| -4% | -$13.4K | 0.22% | 76 |
|
2020
Q4 | $448K | Sell |
3,370
-715
| -18% | -$95K | 0.28% | 69 |
|
2020
Q3 | $492K | Hold |
4,085
| – | – | 0.34% | 68 |
|
2020
Q2 | $439K | Sell |
4,085
-90
| -2% | -$9.67K | 0.34% | 70 |
|
2020
Q1 | $420K | Sell |
4,175
-1,000
| -19% | -$101K | 0.39% | 68 |
|
2019
Q4 | $574K | Buy |
+5,175
| New | +$574K | 0.5% | 61 |
|