PWM
LHCG
PRW Wealth Management’s LHC Group LLC LHCG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-28,000
| Closed | -$3.93M | – | 85 |
|
2020
Q1 | $3.93M | Sell |
28,000
-5,000
| -15% | -$701K | 4.76% | 5 |
|
2019
Q4 | $4.55M | Sell |
33,000
-7,500
| -19% | -$1.03M | 5.16% | 6 |
|
2019
Q3 | $4.6M | Sell |
40,500
-4,000
| -9% | -$454K | 5.59% | 5 |
|
2019
Q2 | $5.32M | Sell |
44,500
-60,159
| -57% | -$7.19M | 5.9% | 5 |
|
2019
Q1 | $11.6M | Buy |
+104,659
| New | +$11.6M | 10.79% | 2 |
|