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Legacy Private Trust’s Flex FLEX Stock Holding History

Legacy Private Trust’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-21,298
Closed -$194K – 237
2016
Q1 		$194K Sell
21,298
-1,593
-7% -$12.8K 0.03% 233
2015
Q4 		$193K Sell
22,891
-292
-1% -$2.47K 0.03% 234
2015
Q3 		$184K Hold
23,183
– – 0.03% 235
2015
Q2 		$198K Hold
23,183
– – 0.03% 244
2015
Q1 		$221K Sell
23,183
-225
-1% -$1.97K 0.03% 231
2014
Q4 		$197K Hold
23,408
– – 0.03% 252
2014
Q3 		$182K Hold
23,408
– – 0.03% 252
2014
Q2 		$195K Hold
23,408
– – 0.03% 252
2014
Q1 		$163K Hold
23,408
– – 0.03% 205
2013
Q4 		$137K Sell
23,408
-465
-2% -$2.82K 0.03% 196
2013
Q3 		$164K Sell
23,873
-2,070
-8% -$13.6K 0.03% 179
2013
Q2 		$151K Buy
+25,943
New +$141K 0.04% 173

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