Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Jan 27, 2020

SELL
N/A
-10,750 Closed
0 $0
Q3 2019

Nov 01, 2019

SELL
N/A
-2,115 Reduced 16.44%
10,750 $201,000
Q1 2019

May 08, 2019

BUY
N/A
1,180 Added 10.1%
12,865 $302,000
Q4 2018

Feb 15, 2019

SELL
N/A
-3,380 Reduced 22.44%
11,685 $233,000
Q3 2018

Nov 14, 2018

BUY
N/A
3,000 Added 24.87%
15,065 $359,000
Q1 2018

May 14, 2018

BUY
N/A
1,750 Added 16.97%
12,065 $301,000
Q4 2017

May 14, 2018

BUY
N/A
10,315
10,315 $300,000
Track This Portfolio

Track Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.