Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s United States Lime & Minerals USLM Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-105
Closed -$4.22K – 485
2023
Q3 		$4.22K Buy
+105
New +$4.37K ﹤0.01% 404

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

Legacy Financial Group (Iowa) sold out of United States Lime & Minerals (USLM) in Q4 2023, closing a stake of 105 shares — an estimated $4.22K sold.

Legacy Financial Group (Iowa) first reported a position in USLM in Q3 2023 and held it in 1 quarter. The position peaked at $4.22K in Q3 2023. 104 funds tracked by Wall St. Rank hold USLM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining United States Lime & Minerals position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 105 United States Lime & Minerals shares in Q4 2023, an estimated $4.22K.
  • Legacy Financial Group (Iowa) first reported a position in United States Lime & Minerals in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s United States Lime & Minerals position peaked at $4.22K in Q3 2023.
  • 104 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q4 2023.

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