Belpointe Asset Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
6,247
| – | – | 0.01% | 723 |
|
|
2025
Q1 | $305K | Sell |
6,247
-785
| -11% | -$38.3K | 0.02% | 726 |
|
|
2024
Q4 | $318K | Hold |
7,032
| – | – | 0.02% | 633 |
|
|
2024
Q3 | $331K | Buy |
7,032
+430
| +7% | +$20.2K | 0.02% | 636 |
|
|
2024
Q2 | $287K | Buy |
6,602
+1,892
| +40% | +$82.2K | 0.02% | 599 |
|
|
2024
Q1 | $202K | Buy |
+4,710
| New | +$202K | 0.02% | 738 |
|
|
2023
Q2 | – | Sell |
-12,354
| Closed | -$461K | – | 2125 |
|
|
2023
Q1 | $461K | Sell |
12,354
-1,280
| -9% | -$47.8K | 0.02% | 591 |
|
|
2022
Q4 | $467K | Buy |
13,634
+6,018
| +79% | +$206K | 0.03% | 567 |
|
|
2022
Q3 | $231K | Buy |
+7,616
| New | +$231K | 0.02% | 775 |
|