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Legacy Wealth Partners’s State Street STT Stock Holding History

Legacy Wealth Partners’s Portfolio STT Stock Details STT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,068
Closed -$270K – 113
2020
Q1 		$270K Sell
5,068
-5,930
-54% -$316K 0.25% 71
2019
Q4 		$880K Buy
+10,998
New +$880K 0.64% 32