LEGACY WEALTH ASSET MANAGEMENT, LLC – Stepan Company Transaction History
LEGACY WEALTH ASSET MANAGEMENT, LLC portfolio value:
$398,000
portfolio value
LEGACY WEALTH ASSET MANAGEMENT, LLC quarter portfolio value change:
-7.58%
quarter
Stepan Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.01% | -87 shares | -41K | $93.67 | 4.24K |
| Q2 2022 | share | Increase | +3.39% | 142 shares | 25K | $101.35 | 4.33K |
| Q1 2022 | share | Increase | +3.99% | 161 shares | -87K | $98.81 | 4.19K |
| Q4 2021 | share | Increase | +5.05% | 194 shares | 67K | $123.42 | 4.03K |
| Q3 2021 | share | Decrease | -11.95% | -521 shares | -90K | $112.62 | 3.83K |
| Q2 2021 | share | Decrease | -2.81% | -126 shares | -46K | $119.61 | 4.36K |
| Q1 2021 | share | Increase | +2.26% | 99 shares | 47K | $126.13 | 4.48K |
| Q4 2020 | share | Increase | 0.00% | 4.38K shares | 523K | $118.1 | 4.38K |