LFA
Legacy Financial Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
+8,917
| New | +$797K | 0.12% | 140 |
|
|
2019
Q2 | – | Sell |
-410
| Closed | -$36K | – | 623 |
|
|
2019
Q1 | $36K | Buy |
410
+16
| +4% | +$1.41K | 0.01% | 332 |
|
|
2018
Q4 | $32K | Sell |
394
-502
| -56% | -$40.8K | 0.01% | 320 |
|
|
2018
Q3 | $76K | Buy |
896
+15
| +2% | +$1.27K | 0.03% | 202 |
|
|
2018
Q2 | $82K | Sell |
881
-16
| -2% | -$1.49K | 0.03% | 194 |
|
|
2018
Q1 | $77K | Sell |
897
-2,047
| -70% | -$176K | 0.03% | 197 |
|
|
2017
Q4 | $226K | Buy |
+2,944
| New | +$226K | 0.09% | 104 |
|