LWP
ERC
Legacy Wealth Planning’s Allspring Multi-Sector Income Fund ERC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $220K | Hold |
25,489
| – | – | 0.36% | 67 |
|
|
2022
Q2 | $244K | Hold |
25,489
| – | – | 0.35% | 68 |
|
|
2022
Q1 | $265K | Hold |
25,489
| – | – | 0.31% | 67 |
|
|
2021
Q4 | $337K | Hold |
25,489
| – | – | 0.38% | 55 |
|
|
2021
Q3 | $345K | Sell |
25,489
-1,500
| -6% | -$20.3K | 0.39% | 56 |
|
|
2021
Q2 | $346K | Hold |
26,989
| – | – | 0.39% | 56 |
|
|
2021
Q1 | $337K | Hold |
26,989
| – | – | 0.43% | 53 |
|
|
2020
Q4 | $328K | Hold |
26,989
| – | – | 0.42% | 51 |
|
|
2020
Q3 | $290K | Hold |
26,989
| – | – | 0.33% | 55 |
|
|
2020
Q2 | $297K | Hold |
26,989
| – | – | 0.35% | 48 |
|
|
2020
Q1 | $260K | Hold |
26,989
| – | – | 0.42% | 52 |
|
|
2019
Q4 | $348K | Buy |
+26,989
| New | +$348K | 0.39% | 44 |
|