LWP
Legacy Wealth Planning’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $363K | Buy |
2,042
+25
| +1% | +$4.44K | 0.6% | 39 |
|
|
2022
Q2 | $397K | Buy |
2,017
+385
| +24% | +$75.8K | 0.57% | 40 |
|
|
2022
Q1 | $362K | Sell |
1,632
-707
| -30% | -$157K | 0.43% | 49 |
|
|
2021
Q4 | $507K | Buy |
2,339
+238
| +11% | +$51.6K | 0.58% | 39 |
|
|
2021
Q3 | $468K | Buy |
2,101
+300
| +17% | +$66.8K | 0.52% | 46 |
|
|
2021
Q2 | $421K | Hold |
1,801
| – | – | 0.48% | 49 |
|
|
2021
Q1 | $381K | Buy |
1,801
+73
| +4% | +$15.4K | 0.49% | 50 |
|
|
2020
Q4 | $378K | Buy |
1,728
+25
| +1% | +$5.47K | 0.48% | 44 |
|
|
2020
Q3 | $341K | Buy |
1,703
+473
| +38% | +$94.7K | 0.39% | 48 |
|
|
2020
Q2 | $238K | Buy |
+1,230
| New | +$238K | 0.28% | 60 |
|