LWP
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Legacy Wealth Partners’s Goldman Sachs GS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$1.34M Buy
3,542
+20
+0.6% +$7.59K 0.75% 33
2021
Q1
$1.15M Sell
3,522
-643
-15% -$210K 0.67% 37
2020
Q4
$1.1M Buy
+4,165
New +$1.1M 0.69% 33