Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s S&P Global SPGI Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4
Closed -$1.46K – 441
2023
Q3 		$1.46K Buy
+4
New +$1.46K ﹤0.01% 488