Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Visa V Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-358
Closed -$82.4K – 488
2023
Q3 		$82.4K Buy
+358
New +$82.4K 0.02% 146