LA
Legacy Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,967
| Closed | -$301K | – | 270 |
|
|
2025
Q1 | $301K | Sell |
3,967
-329
| -8% | -$25K | 0.03% | 325 |
|
|
2024
Q4 | $332K | Sell |
4,296
-1,522
| -26% | -$118K | 0.03% | 299 |
|
|
2024
Q3 | $425K | Buy |
5,818
+1,138
| +24% | +$83.1K | 0.05% | 256 |
|
|
2024
Q2 | $282K | Buy |
4,680
+87
| +2% | +$5.24K | 0.03% | 264 |
|
|
2024
Q1 | $290K | Sell |
4,593
-887
| -16% | -$56K | 0.04% | 253 |
|
|
2023
Q4 | $319K | Buy |
5,480
+678
| +14% | +$39.4K | 0.04% | 234 |
|
|
2023
Q3 | $233K | Buy |
4,802
+21
| +0.4% | +$1.02K | 0.04% | 257 |
|
|
2023
Q2 | $238K | Buy |
+4,781
| New | +$238K | 0.04% | 245 |
|
|
2018
Q4 | – | Sell |
-1,353
| Closed | -$116K | – | 297 |
|
|
2018
Q3 | $116K | Buy |
+1,353
| New | +$116K | 0.06% | 169 |
|
|
2017
Q4 | – | Sell |
-41
| Closed | -$3K | – | 402 |
|
|
2017
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 310 |
|