Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Strive US Energy ETF DRLL Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DRLL Stock Details DRLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-778
Closed -$23.4K – 157
2023
Q3 		$23.4K Buy
+778
New +$22.8K 0.01% 254

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

Legacy Financial Group (Iowa) sold out of Strive US Energy ETF (DRLL) in Q4 2023, closing a stake of 778 shares — an estimated $23.4K sold.

Legacy Financial Group (Iowa) first reported a position in DRLL in Q3 2023 and held it in 1 quarter. The position peaked at $23.4K in Q3 2023. 115 funds tracked by Wall St. Rank hold DRLL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Strive US Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 778 Strive US Energy ETF shares in Q4 2023, an estimated $23.4K.
  • Legacy Financial Group (Iowa) first reported a position in Strive US Energy ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Strive US Energy ETF position peaked at $23.4K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2023.

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