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  Name: Legacy Capital Group California Inc.
  City: LOS GATOS
  State: CA
  Zip: 95030
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $270,995,000
  Total Value Change : $12,340,000
  Securities Held Change : 28
   
All Securities Held : 300
  New Positions : 50
  Closed Positions : 25
  Increased Positions : 68
  Unchanged Positions : 4
  Decreased Positions : 178

                  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:  Unchanged 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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 201 - $177.81 $360,000 2,046 0.13% -148,000 0 0    Auto Manufacturers
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 224 - $297.76 $296,000 987 0.11% 26,000 0 0.005    Closed - End Fund - E...
   (BRSP)1 Year Chart         BRSP BrightSpire Capital, Inc 261 - $6.08 $241,000 35,000 0.09% -19,000 0 0.027    N/A
   (CUE)1 Year Chart         CUE Cue Biopharma, Inc. 299 - $1.65 $19,000 10,000 0.01% -7,000 0 0.034    N/A

      4 Records Found
  1    
Page 1 of 1
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