Creative Planning’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,379
| Closed | -$9K | – | 4177 |
|
|
2017
Q2 | $9K | Sell |
6,379
-3,422
| -35% | -$4.83K | ﹤0.01% | 3670 |
|
|
2017
Q1 | $22K | Hold |
9,801
| – | – | ﹤0.01% | 3047 |
|
|
2016
Q4 | $21K | Hold |
9,801
| – | – | ﹤0.01% | 3027 |
|
|
2016
Q3 | $13K | Buy |
9,801
+3,601
| +58% | +$4.78K | ﹤0.01% | 3305 |
|
|
2016
Q2 | $10K | Sell |
6,200
-17,600
| -74% | -$28.4K | ﹤0.01% | 3229 |
|
|
2016
Q1 | $23K | Buy |
23,800
+10,200
| +75% | +$9.86K | ﹤0.01% | 2646 |
|
|
2015
Q4 | $24K | Buy |
13,600
+6,500
| +92% | +$11.5K | ﹤0.01% | 2692 |
|
|
2015
Q3 | $29K | Buy |
+7,100
| New | +$29K | ﹤0.01% | 2437 |
|
|
2015
Q2 | – | Sell |
-6,560
| Closed | -$66K | – | 3385 |
|
|
2015
Q1 | $66K | Sell |
6,560
-540
| -8% | -$5.43K | ﹤0.01% | 1818 |
|
|
2014
Q4 | $81K | Sell |
7,100
-2,320
| -25% | -$26.5K | ﹤0.01% | 1658 |
|
|
2014
Q3 | $280K | Buy |
9,420
+69
| +0.7% | +$2.05K | ﹤0.01% | 896 |
|
|
2014
Q2 | $292K | Buy |
9,351
+356
| +4% | +$11.1K | ﹤0.01% | 853 |
|
|
2014
Q1 | $223K | Buy |
8,995
+200
| +2% | +$4.96K | ﹤0.01% | 947 |
|
|
2013
Q4 | $248K | Sell |
8,795
-5
| -0.1% | -$141 | ﹤0.01% | 766 |
|
|
2013
Q3 | $238K | Buy |
8,800
+100
| +1% | +$2.71K | ﹤0.01% | 697 |
|
|
2013
Q2 | $231K | Buy |
+8,700
| New | +$231K | 0.01% | 637 |
|