LA
Legacy Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,463
| Closed | -$1.12M | – | 152 |
|
|
2025
Q1 | $1.12M | Sell |
2,463
-28
| -1% | -$12.7K | 0.12% | 152 |
|
|
2024
Q4 | $1.2M | Buy |
2,491
+49
| +2% | +$23.5K | 0.12% | 138 |
|
|
2024
Q3 | $1.12M | Buy |
2,442
+65
| +3% | +$29.9K | 0.12% | 138 |
|
|
2024
Q2 | $970K | Buy |
2,377
+122
| +5% | +$49.8K | 0.12% | 133 |
|
|
2024
Q1 | $1.02M | Sell |
2,255
-117
| -5% | -$53.2K | 0.13% | 133 |
|
|
2023
Q4 | $1.13M | Buy |
2,372
+14
| +0.6% | +$6.68K | 0.15% | 120 |
|
|
2023
Q3 | $1.03M | Buy |
2,358
+116
| +5% | +$50.7K | 0.17% | 120 |
|
|
2023
Q2 | $898K | Buy |
2,242
+104
| +5% | +$41.7K | 0.13% | 126 |
|
|
2023
Q1 | $887K | Buy |
2,138
+157
| +8% | +$65.2K | 0.16% | 106 |
|
|
2022
Q4 | $795K | Buy |
1,981
+623
| +46% | +$250K | 0.15% | 108 |
|
|
2022
Q3 | $543K | Buy |
1,358
+334
| +33% | +$134K | 0.12% | 113 |
|
|
2022
Q2 | $394K | Buy |
1,024
+408
| +66% | +$157K | 0.08% | 140 |
|
|
2022
Q1 | $267K | Buy |
+616
| New | +$267K | 0.05% | 176 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$2K | – | 210 |
|
|
2018
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 442 |
|
|
2018
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 396 |
|