Legacy Private Trust’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$22M Sell
2017
Q4
$25.9M Buy
2017
Q3
$23.4M Sell
2017
Q2
$24.1M Buy
2017
Q1
$21M Buy
2016
Q4
$10.6M Buy