Capital Investment Advisory Services’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 | $111K | Hold |
2,058
| – | – | 0.01% | 637 |
|
|
2025
Q1 | $100K | Buy |
2,058
+110
| +6% | +$5.37K | 0.01% | 615 |
|
|
2024
Q4 | $90.4K | Hold |
1,948
| – | – | 0.01% | 583 |
|
|
2024
Q3 | $91.7K | Hold |
1,948
| – | – | 0.01% | 602 |
|
|
2024
Q2 | $84.6K | Buy |
1,948
+848
| +77% | +$36.8K | 0.01% | 588 |
|
|
2024
Q1 | $47.3K | Hold |
1,100
| – | – | 0.01% | 664 |
|
|
2023
Q4 | $45K | Buy |
+1,100
| New | +$45K | ﹤0.01% | 657 |
|
|
2019
Q4 | – | Sell |
-1,100
| Closed | -$32K | – | 942 |
|
|
2019
Q3 | $32K | Buy |
1,100
+1,000
| +1,000% | +$29.1K | 0.01% | 672 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1232 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1058 |
|
|
2018
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1009 |
|