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  Name: LEGACY CAPITAL PARTNERS, INC.
  City: MILWAUKEE
  State: WI
  Zip: 53226
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-03-31
  Total Value : $303,661,000
  Total Value Change : $-5,078,000
  Securities Held Change : -6
   
All Securities Held : 138
  New Positions : 4
  Closed Positions : 10
  Increased Positions : 45
  Unchanged Positions : 48
  Decreased Positions : 41

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (OUNZ)1 Year Chart         OUNZ Van Eck Merk Gold Trust 98 New $0.00 $559,000 29,670 0.18% 559,000 29,670 0.131    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 111 New $81.37 $438,000 5,252 0.14% 438,000 5,252 0.002    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 118 New $91.38 $321,000 2,431 0.11% 321,000 2,431 0    Closed - End Fund - E...
   (KHC)1 Year Chart         KHC Kraft Heinz Co 120 New $35.85 $296,000 7,525 0.1% 296,000 7,525 0.001    N/A

      4 Records Found
  1    
Page 1 of 1
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