Legacy Financial Group (Iowa)
NB

Legacy Financial Group (Iowa)’s NioCorp Developments NB Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,869
Closed -$14K – 334
2023
Q3 		$14K Buy
+3,869
New +$16.4K ﹤0.01% 310

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

Legacy Financial Group (Iowa) sold out of NioCorp Developments (NB) in Q4 2023, closing a stake of 3,869 shares — an estimated $14K sold.

Legacy Financial Group (Iowa) first reported a position in NB in Q3 2023 and held it in 1 quarter. The position peaked at $14K in Q3 2023. 55 funds tracked by Wall St. Rank hold NB as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining NioCorp Developments position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 3,869 NioCorp Developments shares in Q4 2023, an estimated $14K.
  • Legacy Financial Group (Iowa) first reported a position in NioCorp Developments in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s NioCorp Developments position peaked at $14K in Q3 2023.
  • 55 funds tracked by Wall St. Rank held NioCorp Developments as of Q4 2023.

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