Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Presidio Property Trust SQFT Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-498
Closed -$3.96K – 445
2023
Q3 		$3.96K Buy
+498
New +$4.23K ﹤0.01% 410

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

Legacy Financial Group (Iowa) sold out of Presidio Property Trust (SQFT) in Q4 2023, closing a stake of 498 shares — an estimated $3.96K sold.

Legacy Financial Group (Iowa) first reported a position in SQFT in Q3 2023 and held it in 1 quarter. The position peaked at $3.96K in Q3 2023. 31 funds tracked by Wall St. Rank hold SQFT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Presidio Property Trust position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 498 Presidio Property Trust shares in Q4 2023, an estimated $3.96K.
  • Legacy Financial Group (Iowa) first reported a position in Presidio Property Trust in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Presidio Property Trust position peaked at $3.96K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2023.

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