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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$28.3K – 395
2023
Q3 		$28.3K Buy
+200
New +$28.3K 0.01% 230