LWP
Legacy Wealth Partners’s Core Alternative Capital CCOR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $1.76M | Buy |
59,782
+7,510
| +14% | +$221K | 0.98% | 22 |
|
2021
Q1 | $1.52M | Buy |
52,272
+6,688
| +15% | +$194K | 0.89% | 18 |
|
2020
Q4 | $1.31M | Buy |
45,584
+2,871
| +7% | +$82.3K | 0.82% | 26 |
|
2020
Q3 | $1.18M | Buy |
+42,713
| New | +$1.18M | 0.84% | 23 |
|