Legend Financial Advisors’s Renaissance IPO ETF IPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,460
Closed -$402K 38
2021
Q1
$402K Buy
6,460
+1,402
+28% +$87.2K 3.05% 14
2020
Q4
$326K Buy
+5,058
New +$326K 0.26% 23