Arden Trust’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 |
-5,023
| Closed | -$250K | – | 330 |
|
|
2020
Q2 | $250K | Sell |
5,023
-1,754
| -26% | -$87.3K | 0.05% | 276 |
|
|
2020
Q1 | $331K | Sell |
6,777
-575
| -8% | -$28.1K | 0.07% | 221 |
|
|
2019
Q4 | $264K | Buy |
7,352
+786
| +12% | +$28.2K | 0.04% | 288 |
|
|
2019
Q3 | $251K | Sell |
6,566
-119
| -2% | -$4.55K | 0.04% | 308 |
|
|
2019
Q2 | $256K | Buy |
+6,685
| New | +$256K | 0.04% | 296 |
|