Legacy Wealth Management (Mississippi)’s Levi Strauss LEVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,900
| Closed | -$257K | – | 74 |
|
|
2023
Q3 | $257K | Hold |
18,900
| – | – | 0.13% | 70 |
|
|
2023
Q2 | $273K | Hold |
18,900
| – | – | 0.14% | 69 |
|
|
2023
Q1 | $345K | Hold |
18,900
| – | – | 0.19% | 67 |
|
|
2022
Q4 | $293K | Sell |
18,900
-66,255
| -78% | -$1.03M | 0.17% | 69 |
|
|
2022
Q3 | $1.23M | Hold |
85,155
| – | – | 0.83% | 37 |
|
|
2022
Q2 | $1.39M | Buy |
+85,155
| New | +$1.39M | 0.84% | 40 |
|