LA
Legacy Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,644
| Closed | -$1.5M | – | 264 |
|
|
2025
Q1 | $1.5M | Sell |
2,644
-158
| -6% | -$89.3K | 0.15% | 112 |
|
|
2024
Q4 | $1.68M | Buy |
2,802
+1,704
| +155% | +$1.02M | 0.16% | 100 |
|
|
2024
Q3 | $640K | Buy |
1,098
+18
| +2% | +$10.5K | 0.07% | 214 |
|
|
2024
Q2 | $520K | Buy |
1,080
+295
| +38% | +$142K | 0.06% | 203 |
|
|
2024
Q1 | $440K | Buy |
785
+121
| +18% | +$67.8K | 0.06% | 217 |
|
|
2023
Q4 | $376K | Buy |
664
+18
| +3% | +$10.2K | 0.05% | 217 |
|
|
2023
Q3 | $331K | Buy |
646
+12
| +2% | +$6.16K | 0.05% | 225 |
|
|
2023
Q2 | $298K | Buy |
+634
| New | +$298K | 0.04% | 220 |
|
|
2018
Q4 | – | Sell |
-48
| Closed | -$9K | – | 291 |
|
|
2018
Q3 | $9K | Buy |
+48
| New | +$9K | ﹤0.01% | 362 |
|
|
2018
Q1 | – | Sell |
-166
| Closed | -$21K | – | 432 |
|
|
2017
Q4 | $21K | Buy |
+166
| New | +$21K | 0.02% | 187 |
|