Legacy Financial Group (Iowa)
CPI

Legacy Financial Group (Iowa)’s CPI Inflation Hedged ETF CPI Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CPI Stock Details CPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-383
Closed -$9.63K – 553
2023
Q3 		$9.63K Buy
+383
New +$9.76K ﹤0.01% 335

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

Legacy Financial Group (Iowa) sold out of CPI Inflation Hedged ETF (CPI) in Q4 2023, closing a stake of 383 shares — an estimated $9.63K sold.

Legacy Financial Group (Iowa) first reported a position in CPI in Q3 2023 and held it in 1 quarter. The position peaked at $9.63K in Q3 2023. 0 funds tracked by Wall St. Rank hold CPI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining CPI Inflation Hedged ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 383 CPI Inflation Hedged ETF shares in Q4 2023, an estimated $9.63K.
  • Legacy Financial Group (Iowa) first reported a position in CPI Inflation Hedged ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s CPI Inflation Hedged ETF position peaked at $9.63K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q4 2023.

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