Tyler-Stone Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,175
| Closed | -$51K | – | 636 |
|
2024
Q2 | $51K | Hold |
1,175
| – | – | 0.02% | 359 |
|
2024
Q1 | $50.5K | Hold |
1,175
| – | – | 0.02% | 357 |
|
2023
Q4 | $48.1K | Hold |
1,175
| – | – | 0.02% | 359 |
|
2023
Q3 | $43K | Hold |
1,175
| – | – | 0.02% | 359 |
|
2023
Q2 | $45K | Buy |
+1,175
| New | +$45K | 0.03% | 355 |
|
2022
Q4 | $40K | Hold |
1,175
| – | – | 0.03% | 349 |
|
2022
Q3 | $36K | Hold |
1,175
| – | – | 0.03% | 341 |
|
2022
Q2 | $40K | Hold |
1,175
| – | – | 0.03% | 349 |
|
2022
Q1 | $47K | Hold |
1,175
| – | – | 0.03% | 345 |
|
2021
Q4 | $51K | Buy |
+1,175
| New | +$51K | 0.03% | 353 |
|