LWP
Legacy Wealth Planning’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,168
| Closed | -$209K | – | 85 |
|
|
2022
Q2 | $209K | Buy |
1,168
+115
| +11% | +$20.6K | 0.3% | 85 |
|
|
2022
Q1 | $235K | Buy |
1,053
+64
| +6% | +$14.3K | 0.28% | 80 |
|
|
2021
Q4 | $205K | Buy |
+989
| New | +$205K | 0.23% | 92 |
|
|
2021
Q3 | – | Sell |
-951
| Closed | -$207K | – | 98 |
|
|
2021
Q2 | $207K | Buy |
951
+50
| +6% | +$10.9K | 0.24% | 91 |
|
|
2021
Q1 | $209K | Buy |
+901
| New | +$209K | 0.27% | 87 |
|