Atria Investments’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
Q1 | – | Sell |
-5,865
| Closed | -$211K | – | 1269 |
|
|
2019
Q4 | $211K | Buy |
+5,865
| New | +$211K | 0.01% | 1132 |
|
|
2017
Q4 | – | Sell |
-8,319
| Closed | -$327K | – | 893 |
|
|
2017
Q3 | $327K | Buy |
8,319
+1,097
| +15% | +$43.1K | 0.02% | 582 |
|
|
2017
Q2 | $276K | Buy |
7,222
+923
| +15% | +$35.3K | 0.02% | 593 |
|
|
2017
Q1 | $227K | Buy |
+6,299
| New | +$227K | 0.01% | 611 |
|