Northwest Wealth Management’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-31,488
Closed -$15K 532
2019
Q1
$15K Buy
31,488
+16,700
+113% +$22.5K 0.01% 314
2018
Q4
$23K Buy
+14,788
New +$47.4K 0.02% 270
2018
Q2
Sell
-6,200
Closed -$29K 546
2018
Q1
$29K Buy
+6,200
New +$18.4K 0.02% 276

Other funds holding LGCY

Northwest Wealth Management's LGCY Position: Q2 2019 in Review

Northwest Wealth Management sold out of Legacy Reserves Inc. Common Stock (LGCY) in Q2 2019, closing a stake of 31,488 shares — an estimated $15K sold.

Northwest Wealth Management first reported a position in LGCY in Q1 2018 and held it in 3 quarters. The position peaked at $29K in Q1 2018. 10 funds tracked by Wall St. Rank hold LGCY as of Q2 2019.

  • Northwest Wealth Management reported no remaining Legacy Reserves Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 31,488 Legacy Reserves Inc. Common Stock shares in Q2 2019, an estimated $15K.
  • Northwest Wealth Management first reported a position in Legacy Reserves Inc. Common Stock in Q1 2018 and held it in 3 quarters.
  • Northwest Wealth Management's Legacy Reserves Inc. Common Stock position peaked at $29K in Q1 2018.
  • 10 funds tracked by Wall St. Rank held Legacy Reserves Inc. Common Stock as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.