LFA
RISE

Legend Financial Advisors’s Sit Rising Rate ETF RISE Stock Holding History

Legend Financial Advisors’s Portfolio RISE Stock Details RISE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-40,511
Closed -$976K – 37
2018
Q4 		$976K Buy
+40,511
New +$976K 1.43% 13