LPT
PIV

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

Legacy Private Trust’s Portfolio PIV Stock Details PIV Fund Activity
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