Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s PTC PTC Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$28.3K – 395
2023
Q3 		$28.3K Buy
+200
New +$28.6K 0.01% 230

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

Legacy Financial Group (Iowa) sold out of PTC (PTC) in Q4 2023, closing a stake of 200 shares — an estimated $28.3K sold.

Legacy Financial Group (Iowa) first reported a position in PTC in Q3 2023 and held it in 1 quarter. The position peaked at $28.3K in Q3 2023. 607 funds tracked by Wall St. Rank hold PTC as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining PTC position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 200 PTC shares in Q4 2023, an estimated $28.3K.
  • Legacy Financial Group (Iowa) first reported a position in PTC in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s PTC position peaked at $28.3K in Q3 2023.
  • 607 funds tracked by Wall St. Rank held PTC as of Q4 2023.

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