LWP
Legacy Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.1M | Sell |
5,073
-689
| -12% | -$150K | 0.61% | 43 |
|
|
2021
Q1 | $1.34M | Sell |
5,762
-877
| -13% | -$203K | 0.78% | 26 |
|
|
2020
Q4 | $1.21M | Buy |
6,639
+1,386
| +26% | +$252K | 0.76% | 29 |
|
|
2020
Q3 | $783K | Buy |
+5,253
| New | +$783K | 0.55% | 37 |
|
|
2020
Q2 | – | Sell |
-3,400
| Closed | -$395K | – | 99 |
|
|
2020
Q1 | $395K | Buy |
3,400
+665
| +24% | +$77.3K | 0.37% | 59 |
|
|
2019
Q4 | $376K | Buy |
+2,735
| New | +$376K | 0.27% | 72 |
|