My Legacy Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

My Legacy Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	SELL	$39.91 - $43.82 $278,571 - $305,863	-6,980 Reduced 57.28%	5,205 $227,000
Q1 2023 Apr 11, 2023	SELL	$39.82 - $46.36 $77,011 - $89,660	-1,934 Reduced 13.7%	12,185 $510,000
Q4 2022 Feb 07, 2023	SELL	$38.25 - $43.54 $242,772 - $276,348	-6,347 Reduced 31.01%	14,119 $571,000
Q3 2022 Oct 17, 2022	SELL	$37.65 - $45.9 $315,695 - $384,871	-8,385 Reduced 29.06%	20,466 $783,000
Q2 2022 Jul 12, 2022	SELL	$37.88 - $48.01 $581,458 - $736,953	-15,350 Reduced 34.73%	28,851 $1.14 Million
Q1 2022 Apr 07, 2022	BUY	$44.42 - $51.73 $1.96 Million - $2.29 Million	44,201 New	44,201 $2.09 Million

1,135

233M

44.7K

32.4K

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

Stay updated on My Legacy Advisors, LLC with notifications on news.