TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,168
| Closed | -$81K | – | 493 |
|
|
2020
Q4 | $81K | Hold |
2,168
| – | – | 0.01% | 300 |
|
|
2020
Q3 | $67K | Hold |
2,168
| – | – | 0.01% | 295 |
|
|
2020
Q2 | $63K | Sell |
2,168
-699
| -24% | -$20.3K | 0.01% | 297 |
|
|
2020
Q1 | $71K | Hold |
2,867
| – | – | 0.02% | 251 |
|
|
2019
Q4 | $91K | Buy |
+2,867
| New | +$91K | 0.01% | 304 |
|
|
2019
Q3 | – | Sell |
-2,867
| Closed | -$86K | – | 507 |
|
|
2019
Q2 | $86K | Buy |
+2,867
| New | +$86K | 0.01% | 283 |
|
|
2018
Q4 | – | Sell |
-2,867
| Closed | -$87K | – | 627 |
|
|
2018
Q3 | $87K | Buy |
+2,867
| New | +$87K | 0.01% | 384 |
|