Corient Private Wealth’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 | $291K | Buy |
5,405
+45
| +0.8% | +$2.42K | ﹤0.01% | 2094 |
|
|
2025
Q1 | $261K | Hold |
5,360
| – | – | ﹤0.01% | 1921 |
|
|
2024
Q4 | $249K | Hold |
5,360
| – | – | ﹤0.01% | 1997 |
|
|
2024
Q3 | $252K | Buy |
5,360
+220
| +4% | +$10.4K | ﹤0.01% | 2076 |
|
|
2024
Q2 | $223K | Hold |
5,140
| – | – | ﹤0.01% | 2064 |
|
|
2024
Q1 | $221K | Hold |
5,140
| – | – | ﹤0.01% | 2048 |
|
|
2023
Q4 | $210K | Buy |
+5,140
| New | +$210K | ﹤0.01% | 2050 |
|