AHL Partners’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
Q4 | $14.5M | Buy |
344,974
+210,688
| +157% | +$8.84M | 0.23% | 60 |
|
2017
Q3 | $5.28M | Sell |
134,286
-14,792
| -10% | -$581K | 0.09% | 385 |
|
2017
Q2 | $5.69M | Buy |
+149,078
| New | +$5.69M | 0.12% | 301 |
|
2015
Q3 | – | Sell |
-110,563
| Closed | -$5.7M | – | 847 |
|
2015
Q2 | $5.7M | Buy |
110,563
+25,331
| +30% | +$1.31M | 0.23% | 128 |
|
2015
Q1 | $4.71M | Buy |
85,232
+32,588
| +62% | +$1.8M | 0.19% | 219 |
|
2014
Q4 | $2.81M | Buy |
52,644
+8,680
| +20% | +$463K | 0.15% | 268 |
|
2014
Q3 | $2.25M | Buy |
+43,964
| New | +$2.25M | 0.17% | 244 |
|