LWP
Legacy Wealth Planning’s Inotiv NOTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $697K | Buy |
41,350
+9,750
| +31% | +$164K | 1.15% | 21 |
|
|
2022
Q2 | $303K | Sell |
31,600
-300
| -0.9% | -$2.88K | 0.43% | 56 |
|
|
2022
Q1 | $835K | Buy |
31,900
+11,800
| +59% | +$309K | 0.98% | 23 |
|
|
2021
Q4 | $846K | Buy |
20,100
+3,200
| +19% | +$135K | 0.97% | 23 |
|
|
2021
Q3 | $494K | Hold |
16,900
| – | – | 0.55% | 39 |
|
|
2021
Q2 | $451K | Buy |
16,900
+6,400
| +61% | +$171K | 0.51% | 45 |
|
|
2021
Q1 | $210K | Buy |
+10,500
| New | +$210K | 0.27% | 86 |
|