Ameritas Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-24,188
| Closed | -$1.2M | – | 3112 |
|
|
2020
Q2 | $1.2M | Buy |
24,188
+1,140
| +5% | +$56.7K | 0.06% | 379 |
|
|
2020
Q1 | $1.13M | Hold |
23,048
| – | – | 0.06% | 343 |
|
|
2019
Q4 | $828K | Hold |
23,048
| – | – | 0.04% | 585 |
|
|
2019
Q3 | $880K | Sell |
23,048
-2,111
| -8% | -$80.6K | 0.04% | 552 |
|
|
2019
Q2 | $963K | Hold |
25,159
| – | – | 0.04% | 532 |
|
|
2019
Q1 | $689K | Hold |
25,159
| – | – | 0.03% | 649 |
|
|
2018
Q4 | $642K | Hold |
25,159
| – | – | 0.04% | 621 |
|
|
2018
Q3 | $786K | Hold |
25,159
| – | – | 0.04% | 620 |
|
|
2018
Q2 | $874K | Hold |
25,159
| – | – | 0.04% | 581 |
|
|
2018
Q1 | $1.02M | Sell |
25,159
-435
| -2% | -$17.7K | 0.05% | 513 |
|
|
2017
Q4 | $1.07M | Buy |
25,594
+28
| +0.1% | +$1.18K | 0.05% | 516 |
|
|
2017
Q3 | $976K | Hold |
25,566
| – | – | 0.05% | 530 |
|
|
2017
Q2 | $976K | Hold |
25,566
| – | – | 0.05% | 535 |
|
|
2017
Q1 | $923K | Sell |
25,566
-1,531
| -6% | -$55.3K | 0.05% | 546 |
|
|
2016
Q4 | $810K | Buy |
+27,097
| New | +$810K | 0.04% | 594 |
|