Wealthcare Advisory Partners’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-140
| Closed | -$4K | – | 1548 |
|
2019
Q4 | $4K | Sell |
140
-1,000
| -88% | -$28.6K | ﹤0.01% | 1157 |
|
2019
Q3 | $33K | Hold |
1,140
| – | – | ﹤0.01% | 626 |
|
2019
Q2 | $34K | Buy |
1,140
+1,000
| +714% | +$29.8K | 0.01% | 595 |
|
2019
Q1 | $4K | Sell |
140
-1,620
| -92% | -$46.3K | ﹤0.01% | 1004 |
|
2018
Q4 | $45K | Sell |
1,760
-500
| -22% | -$12.8K | 0.01% | 448 |
|
2018
Q3 | $69K | Sell |
2,260
-1,250
| -36% | -$38.2K | 0.01% | 404 |
|
2018
Q2 | $101K | Hold |
3,510
| – | – | 0.02% | 325 |
|
2018
Q1 | $102K | Buy |
+3,510
| New | +$102K | 0.02% | 271 |
|