Advisors Asset Management’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,200
| Closed | -$66K | – | 1806 |
|
|
2016
Q4 | $66K | Buy |
2,200
+1,700
| +340% | +$51K | ﹤0.01% | 1634 |
|
|
2016
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 1793 |
|
|
2016
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 1810 |
|
|
2016
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 1734 |
|
|
2015
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 1828 |
|
|
2015
Q3 | $21K | Hold |
500
| – | – | ﹤0.01% | 1813 |
|
|
2015
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 1782 |
|
|
2015
Q1 | $28K | Hold |
500
| – | – | ﹤0.01% | 1759 |
|
|
2014
Q4 | $27K | Sell |
500
-100
| -17% | -$5.4K | ﹤0.01% | 1749 |
|
|
2014
Q3 | $31K | Hold |
600
| – | – | ﹤0.01% | 1718 |
|
|
2014
Q2 | $31K | Hold |
600
| – | – | ﹤0.01% | 1732 |
|
|
2014
Q1 | $29K | Hold |
600
| – | – | ﹤0.01% | 1717 |
|
|
2013
Q4 | $26K | Hold |
600
| – | – | ﹤0.01% | 1710 |
|
|
2013
Q3 | $20K | Sell |
600
-100
| -14% | -$3.33K | ﹤0.01% | 1723 |
|
|
2013
Q2 | $22K | Buy |
+700
| New | +$22K | ﹤0.01% | 1681 |
|