Grassi Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-16,120
| Closed | -$478K | – | 147 |
|
|
2014
Q3 | $478K | Sell |
16,120
-2,197
| -12% | -$65.1K | 0.09% | 116 |
|
|
2014
Q2 | $572K | Sell |
18,317
-196
| -1% | -$6.12K | 0.13% | 115 |
|
|
2014
Q1 | $460K | Sell |
18,513
-697
| -4% | -$17.3K | 0.11% | 115 |
|
|
2013
Q4 | $541K | Buy |
19,210
+4
| +0% | +$113 | 0.13% | 106 |
|
|
2013
Q3 | $519K | Sell |
19,206
-497
| -3% | -$13.4K | 0.14% | 106 |
|
|
2013
Q2 | $524K | Buy |
+19,703
| New | +$524K | 0.14% | 110 |
|