LEGACY ADVISORS, LLC – Morningstar, Inc. Transaction History
LEGACY ADVISORS, LLC portfolio value:
$388,000
portfolio value
LEGACY ADVISORS, LLC quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +32.39% | 447 shares | 54K | $212.32 | 1.82K |
| Q2 2022 | share | Increase | +68.29% | 560 shares | 110K | $241.83 | 1.38K |
| Q1 2022 | share | Increase | 0.00% | 820 shares | 224K | $273.17 | 820 |