LWP
Legacy Wealth Planning’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-360
| Closed | -$204K | – | 101 |
|
|
2021
Q4 | $204K | Sell |
360
-150
| -29% | -$85K | 0.23% | 93 |
|
|
2021
Q3 | $294K | Hold |
510
| – | – | 0.33% | 63 |
|
|
2021
Q2 | $299K | Hold |
510
| – | – | 0.34% | 63 |
|
|
2021
Q1 | $242K | Hold |
510
| – | – | 0.31% | 71 |
|
|
2020
Q4 | $255K | Hold |
510
| – | – | 0.33% | 64 |
|
|
2020
Q3 | $250K | Sell |
510
-100
| -16% | -$49K | 0.29% | 61 |
|
|
2020
Q2 | $266K | Buy |
+610
| New | +$266K | 0.32% | 53 |
|
|
2020
Q1 | – | Sell |
-710
| Closed | -$234K | – | 73 |
|
|
2019
Q4 | $234K | Buy |
+710
| New | +$234K | 0.27% | 65 |
|