Legacy Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $970K | Buy |
|
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $898K | Buy |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $1K | Buy |
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