LWP
Legacy Wealth Planning’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $446K | Buy |
3,670
+25
| +0.7% | +$3.04K | 0.74% | 32 |
|
|
2022
Q2 | $553K | Buy |
3,645
+100
| +3% | +$15.2K | 0.79% | 31 |
|
|
2022
Q1 | $967K | Sell |
3,545
-95
| -3% | -$25.9K | 1.14% | 19 |
|
|
2021
Q4 | $1.07M | Sell |
3,640
-964
| -21% | -$284K | 1.22% | 16 |
|
|
2021
Q3 | $954K | Buy |
4,604
+3,463
| +304% | +$718K | 1.07% | 23 |
|
|
2021
Q2 | $913K | Buy |
1,141
+215
| +23% | +$172K | 1.04% | 25 |
|
|
2021
Q1 | $494K | Sell |
926
-100
| -10% | -$53.3K | 0.63% | 39 |
|
|
2020
Q4 | $536K | Buy |
1,026
+100
| +11% | +$52.2K | 0.69% | 31 |
|
|
2020
Q3 | $501K | Sell |
926
-45
| -5% | -$24.3K | 0.57% | 35 |
|
|
2020
Q2 | $369K | Buy |
971
+200
| +26% | +$76K | 0.44% | 40 |
|
|
2020
Q1 | $203K | Buy |
+771
| New | +$203K | 0.33% | 65 |
|