Acrospire Investment Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$53K | – | 1794 |
|
|
2017
Q2 | $53K | Buy |
1,400
+700
| +100% | +$26.5K | 0.05% | 805 |
|
|
2017
Q1 | $25K | Buy |
+700
| New | +$25K | 0.02% | 1506 |
|
|
2016
Q3 | – | Sell |
-800
| Closed | -$24K | – | 2262 |
|
|
2016
Q2 | $24K | Sell |
800
-800
| -50% | -$24K | 0.02% | 1474 |
|
|
2016
Q1 | $55K | Buy |
+1,600
| New | +$55K | 0.04% | 857 |
|