RWA
Roberts Wealth Advisors’s Landstar System LSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,750
| Closed | -$713K | – | 97 |
|
|
2025
Q1 | $713K | Buy |
4,750
+134
| +3% | +$20.1K | 0.22% | 71 |
|
|
2024
Q4 | $818K | Buy |
4,616
+60
| +1% | +$10.6K | 0.25% | 66 |
|
|
2024
Q3 | $848K | Buy |
4,556
+167
| +4% | +$31.1K | 0.27% | 64 |
|
|
2024
Q2 | $760K | Buy |
+4,389
| New | +$760K | 0.26% | 65 |
|