Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Compañía de Cervecerías Unidas CCU Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CCU Stock Details CCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$6.3K – 102
2023
Q3 		$6.3K Buy
+500
New +$7.62K ﹤0.01% 366

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Legacy Financial Group (Iowa)'s CCU Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2023, closing a stake of 500 shares — an estimated $6.3K sold.

Legacy Financial Group (Iowa) first reported a position in CCU in Q3 2023 and held it in 1 quarter. The position peaked at $6.3K in Q3 2023. 95 funds tracked by Wall St. Rank hold CCU as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Compañía de Cervecerías Unidas position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 500 Compañía de Cervecerías Unidas shares in Q4 2023, an estimated $6.3K.
  • Legacy Financial Group (Iowa) first reported a position in Compañía de Cervecerías Unidas in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Compañía de Cervecerías Unidas position peaked at $6.3K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.