LEGACY WEALTH ASSET MANAGEMENT, LLC – Inspire Small/Mid Cap Impact ESG ETF Transaction History
LEGACY WEALTH ASSET MANAGEMENT, LLC portfolio value:
$3.21M
portfolio value
LEGACY WEALTH ASSET MANAGEMENT, LLC quarter portfolio value change:
-4.13%
quarter
Inspire Small/Mid Cap Impact ESG ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.77% | 2.04K shares | -81K | $27.38 | 117.43K |
| Q2 2022 | share | Increase | +6.43% | 6.97K shares | -302K | $28.56 | 115.39K |
| Q1 2022 | share | Increase | +6.96% | 7.05K shares | 26K | $33.19 | 108.42K |
| Q4 2021 | share | Increase | +11.98% | 10.84K shares | 365K | $35.16 | 101.36K |
| Q3 2021 | share | Increase | +5.79% | 4.95K shares | 64K | $35.43 | 90.52K |
| Q2 2021 | share | Increase | +1.88% | 1.57K shares | 154K | $36.64 | 85.56K |
| Q1 2021 | share | Increase | +0.71% | 593 shares | 496K | $35.41 | 83.98K |
| Q4 2020 | share | Increase | 0.00% | 83.39K shares | 2.49M | $29.66 | 83.39K |