Focused Wealth Management’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
2019
Q4
Sell
-3,388
Closed 804
2019
Q3
$0 Hold
3,388
﹤0.01% 823
2019
Q2
$0 Hold
3,388
﹤0.01% 841
2019
Q1
$2K Hold
3,388
﹤0.01% 641
2018
Q4
$5K Hold
3,388
﹤0.01% 555
2018
Q3
$16K Buy
+3,388
New +$17.7K 0.01% 398
2014
Q4
Sell
-500
Closed -$15K 733
2014
Q3
$15K Hold
500
0.01% 375
2014
Q2
$16K Buy
+500
New +$13.8K 0.01% 353

Focused Wealth Management's LGCY Position: Q4 2019 in Review

Focused Wealth Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q4 2019, closing a stake of 3,388 shares.

Focused Wealth Management first reported a position in LGCY in Q2 2014 and held it in 7 quarters. The position peaked at $16K in Q3 2018. 3 funds tracked by Wall St. Rank hold LGCY as of Q4 2019.

  • Focused Wealth Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Focused Wealth Management sold 3,388 Legacy Reserves Inc. Common Stock shares in Q4 2019.
  • Focused Wealth Management first reported a position in Legacy Reserves Inc. Common Stock in Q2 2014 and held it in 7 quarters.
  • Focused Wealth Management's Legacy Reserves Inc. Common Stock position peaked at $16K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q4 2019.

Based on Focused Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.