PMG
LGCY
ProVise Management Group’s Legacy Reserves Inc. Common Stock LGCY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-11,800
| Closed | -$101K | – | 308 |
|
2015
Q2 | $101K | Sell |
11,800
-7,400
| -39% | -$63.3K | 0.02% | 288 |
|
2015
Q1 | $194K | Sell |
19,200
-4,500
| -19% | -$45.5K | 0.04% | 289 |
|
2014
Q4 | $271K | Sell |
23,700
-7,100
| -23% | -$81.2K | 0.06% | 246 |
|
2014
Q3 | $914K | Hold |
30,800
| – | – | 0.2% | 141 |
|
2014
Q2 | $962K | Hold |
30,800
| – | – | 0.21% | 138 |
|
2014
Q1 | $765K | Buy |
30,800
+1,000
| +3% | +$24.8K | 0.19% | 142 |
|
2013
Q4 | $839K | Hold |
29,800
| – | – | 0.22% | 129 |
|
2013
Q3 | $805K | Sell |
29,800
-800
| -3% | -$21.6K | 0.23% | 128 |
|
2013
Q2 | $814K | Buy |
+30,600
| New | +$814K | 0.24% | 122 |
|