Creative Planning’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $9K | Sell |
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|
2017
Q1 | $22K | Hold |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $13K | Buy |
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|
2016
Q2 | $10K | Sell |
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|
2016
Q1 | $23K | Buy |
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|
2015
Q4 | $24K | Buy |
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|
2015
Q3 | $29K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $66K | Sell |
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|
2014
Q4 | $81K | Sell |
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|
2014
Q3 | $280K | Buy |
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|
2014
Q2 | $292K | Buy |
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|
2014
Q1 | $223K | Buy |
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|
2013
Q4 | $248K | Sell |
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|
2013
Q3 | $238K | Buy |
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|
2013
Q2 | $231K | Buy |
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