AssetMark Inc’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 |
-22,194
| Closed | -$1.1M | – | 1442 |
|
|
2020
Q2 | $1.1M | Buy |
22,194
+22,033
| +13,685% | +$1.1M | 0.01% | 323 |
|
|
2020
Q1 | $8K | Sell |
161
-61
| -27% | -$3.03K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $8K | Buy |
222
+11
| +5% | +$396 | ﹤0.01% | 1058 |
|
|
2019
Q3 | $8K | Buy |
211
+24
| +13% | +$910 | ﹤0.01% | 1000 |
|
|
2019
Q2 | $7K | Sell |
187
-17
| -8% | -$636 | ﹤0.01% | 1020 |
|
|
2019
Q1 | $6K | Sell |
204
-121
| -37% | -$3.56K | ﹤0.01% | 1049 |
|
|
2018
Q4 | $8K | Sell |
325
-335
| -51% | -$8.25K | ﹤0.01% | 1051 |
|
|
2018
Q3 | $21K | Sell |
660
-138
| -17% | -$4.39K | ﹤0.01% | 926 |
|
|
2018
Q2 | $28K | Sell |
798
-34
| -4% | -$1.19K | ﹤0.01% | 850 |
|
|
2018
Q1 | $34K | Sell |
832
-283
| -25% | -$11.6K | ﹤0.01% | 831 |
|
|
2017
Q4 | $47K | Sell |
1,115
-23
| -2% | -$970 | ﹤0.01% | 807 |
|
|
2017
Q3 | $45K | Sell |
1,138
-55
| -5% | -$2.18K | ﹤0.01% | 729 |
|
|
2017
Q2 | $46K | Sell |
1,193
-161
| -12% | -$6.21K | ﹤0.01% | 705 |
|
|
2017
Q1 | $49K | Sell |
1,354
-1,036
| -43% | -$37.5K | ﹤0.01% | 644 |
|
|
2016
Q4 | $71K | Buy |
2,390
+12
| +0.5% | +$356 | ﹤0.01% | 549 |
|
|
2016
Q3 | $80K | Buy |
2,378
+253
| +12% | +$8.51K | ﹤0.01% | 532 |
|
|
2016
Q2 | $63K | Buy |
2,125
+953
| +81% | +$28.3K | ﹤0.01% | 558 |
|
|
2016
Q1 | $41K | Sell |
1,172
-351
| -23% | -$12.3K | ﹤0.01% | 598 |
|
|
2015
Q4 | $60K | Buy |
1,523
+1,436
| +1,651% | +$56.6K | ﹤0.01% | 583 |
|
|
2015
Q3 | $4K | Hold |
87
| – | – | ﹤0.01% | 607 |
|
|
2015
Q2 | $4K | Buy |
+87
| New | +$4K | ﹤0.01% | 601 |
|