LFA
Legacy Financial Advisors’s ASE Group ASX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-20,611
| Closed | -$181K | – | 343 |
|
2025
Q1 | $181K | Buy |
20,611
+1,042
| +5% | +$9.13K | 0.03% | 352 |
|
2024
Q4 | $197K | Buy |
19,569
+669
| +4% | +$6.74K | 0.03% | 334 |
|
2024
Q3 | $184K | Buy |
18,900
+601
| +3% | +$5.87K | 0.03% | 346 |
|
2024
Q2 | $209K | Buy |
18,299
+172
| +0.9% | +$1.96K | 0.04% | 315 |
|
2024
Q1 | $199K | Buy |
18,127
+2,278
| +14% | +$25K | 0.04% | 310 |
|
2023
Q4 | $149K | Buy |
15,849
+3,002
| +23% | +$28.2K | 0.03% | 289 |
|
2023
Q3 | $96.6K | Buy |
12,847
+1,590
| +14% | +$12K | 0.02% | 260 |
|
2023
Q2 | $87.7K | Buy |
+11,257
| New | +$87.7K | 0.02% | 259 |
|