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