AE Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
2,105
-291
| -12% | -$15.7K | ﹤0.01% | 1451 |
|
|
2025
Q1 | $117K | Sell |
2,396
-364
| -13% | -$17.8K | ﹤0.01% | 1405 |
|
|
2024
Q4 | $128K | Buy |
+2,760
| New | +$128K | ﹤0.01% | 1376 |
|
|
2024
Q1 | – | Sell |
-6,527
| Closed | -$266K | – | 1626 |
|
|
2023
Q4 | $266K | Sell |
6,527
-3,055
| -32% | -$125K | ﹤0.01% | 1768 |
|
|
2023
Q3 | $354K | Sell |
9,582
-2,391
| -20% | -$88.2K | ﹤0.01% | 1532 |
|
|
2023
Q2 | $460K | Sell |
11,973
-545
| -4% | -$20.9K | ﹤0.01% | 1432 |
|
|
2023
Q1 | $467K | Sell |
12,518
-708
| -5% | -$26.4K | ﹤0.01% | 1374 |
|
|
2022
Q4 | $453K | Buy |
13,226
+101
| +0.8% | +$3.46K | ﹤0.01% | 1351 |
|
|
2022
Q3 | $398K | Buy |
13,125
+1,845
| +16% | +$55.9K | ﹤0.01% | 1362 |
|
|
2022
Q2 | $382K | Sell |
11,280
-1,603
| -12% | -$54.3K | ﹤0.01% | 1324 |
|
|
2022
Q1 | $519K | Sell |
12,883
-2,232
| -15% | -$89.9K | ﹤0.01% | 1222 |
|
|
2021
Q4 | $656K | Buy |
+15,115
| New | +$656K | ﹤0.01% | 1143 |
|