Advocacy Wealth Management Services’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,000
| Closed | – | – | 191 |
|
|
2019
Q2 | $0 | Hold |
2,000
| – | – | ﹤0.01% | 184 |
|
|
2019
Q1 | $1K | Hold |
2,000
| – | – | ﹤0.01% | 126 |
|
|
2018
Q4 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 151 |
|
|
2018
Q3 | $10K | Hold |
2,000
| – | – | 0.01% | 132 |
|
|
2018
Q2 | $14K | Hold |
2,000
| – | – | 0.01% | 115 |
|
|
2018
Q1 | $9K | Hold |
2,000
| – | – | 0.01% | 156 |
|
|
2017
Q4 | $3K | Hold |
2,000
| – | – | ﹤0.01% | 202 |
|
|
2017
Q3 | $3K | Buy |
+2,000
| New | +$2.59K | ﹤0.01% | 255 |
|
|
2017
Q2 | – | Sell |
-2,000
| Closed | -$5K | – | 313 |
|
|
2017
Q1 | $5K | Buy |
+2,000
| New | +$4.51K | ﹤0.01% | 264 |
|
|
2016
Q2 | – | Sell |
-700
| Closed | -$1K | – | 486 |
|
|
2016
Q1 | $1K | Sell |
700
-19,199
| -96% | -$20.8K | ﹤0.01% | 489 |
|
|
2015
Q4 | $40K | Buy |
+19,899
| New | +$65.4K | 0.05% | 186 |
|
|
2013
Q3 | $41K | Sell |
1,513
-1,000
| -40% | -$27K | 0.11% | 124 |
|
|
2013
Q2 | $67K | Buy |
+2,513
| New | +$68K | 0.27% | 75 |
|
Advocacy Wealth Management Services's LGCY Position: Q3 2019 in Review
Advocacy Wealth Management Services sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q3 2019, closing a stake of 2,000 shares.
Advocacy Wealth Management Services first reported a position in LGCY in Q2 2013 and held it in 13 quarters. The position peaked at $67K in Q2 2013. 5 funds tracked by Wall St. Rank hold LGCY as of Q3 2019.
- Advocacy Wealth Management Services reported no remaining Legacy Reserves Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
- Advocacy Wealth Management Services sold 2,000 Legacy Reserves Inc. Common Stock shares in Q3 2019.
- Advocacy Wealth Management Services first reported a position in Legacy Reserves Inc. Common Stock in Q2 2013 and held it in 13 quarters.
- Advocacy Wealth Management Services's Legacy Reserves Inc. Common Stock position peaked at $67K in Q2 2013.
- 5 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q3 2019.
Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.