Kestra Private Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,220
| Closed | -$232K | – | 1115 |
|
2023
Q1 | $232K | Hold |
6,220
| – | – | 0.01% | 867 |
|
2022
Q4 | $213K | Sell |
6,220
-679
| -10% | -$23.3K | 0.01% | 784 |
|
2022
Q3 | $209K | Buy |
6,899
+1
| +0% | +$30 | 0.01% | 775 |
|
2022
Q2 | $234K | Sell |
6,898
-716
| -9% | -$24.3K | 0.01% | 740 |
|
2022
Q1 | $307K | Sell |
7,614
-503
| -6% | -$20.3K | 0.02% | 743 |
|
2021
Q4 | $353K | Buy |
8,117
+617
| +8% | +$26.8K | 0.02% | 710 |
|
2021
Q3 | $316K | Buy |
7,500
+425
| +6% | +$17.9K | 0.02% | 684 |
|
2021
Q2 | $298K | Buy |
+7,075
| New | +$298K | 0.02% | 681 |
|