Steward Partners Investment Advisory’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96K | Hold |
55
| – | – | ﹤0.01% | 3645 |
|
|
2025
Q1 | $2.68K | Sell |
55
-50
| -48% | -$2.44K | ﹤0.01% | 3574 |
|
|
2024
Q4 | $4.87K | Hold |
105
| – | – | ﹤0.01% | 3372 |
|
|
2024
Q3 | $4.94K | Sell |
105
-54
| -34% | -$2.54K | ﹤0.01% | 3193 |
|
|
2024
Q2 | $6.91K | Hold |
159
| – | – | ﹤0.01% | 2940 |
|
|
2024
Q1 | $6.83K | Hold |
159
| – | – | ﹤0.01% | 2948 |
|
|
2023
Q4 | $6.51K | Sell |
159
-10
| -6% | -$409 | ﹤0.01% | 2866 |
|
|
2023
Q3 | $6.24K | Sell |
169
-18,730
| -99% | -$691K | ﹤0.01% | 2753 |
|
|
2023
Q2 | $726K | Sell |
18,899
-189
| -1% | -$7.27K | 0.01% | 802 |
|
|
2023
Q1 | $713K | Sell |
19,088
-5,887
| -24% | -$220K | 0.01% | 788 |
|
|
2022
Q4 | $855K | Sell |
24,975
-826
| -3% | -$28.3K | 0.01% | 721 |
|
|
2022
Q3 | $782K | Buy |
25,801
+3,948
| +18% | +$120K | 0.01% | 704 |
|
|
2022
Q2 | $740K | Buy |
21,853
+2,861
| +15% | +$96.9K | 0.01% | 737 |
|
|
2022
Q1 | $765K | Buy |
18,992
+1,942
| +11% | +$78.2K | 0.01% | 775 |
|
|
2021
Q4 | $740K | Buy |
17,050
+461
| +3% | +$20K | 0.01% | 801 |
|
|
2021
Q3 | $700K | Buy |
16,589
+16,089
| +3,218% | +$679K | 0.01% | 794 |
|
|
2021
Q2 | $21K | Sell |
500
-500
| -50% | -$21K | ﹤0.01% | 5019 |
|
|
2021
Q1 | $40.2K | Buy |
+1,000
| New | +$40.2K | ﹤0.01% | 2096 |
|