Avestar Capital’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-336
| Closed | -$12K | – | 960 |
|
|
2019
Q2 | $12K | Hold |
336
| – | – | 0.01% | 488 |
|
|
2019
Q1 | $9K | Hold |
336
| – | – | 0.01% | 498 |
|
|
2018
Q4 | $8K | Hold |
336
| – | – | 0.01% | 478 |
|
|
2018
Q3 | $10K | Buy |
336
+189
| +129% | +$5.63K | 0.01% | 474 |
|
|
2018
Q2 | $5K | Hold |
147
| – | – | ﹤0.01% | 585 |
|
|
2018
Q1 | $5K | Buy |
+147
| New | +$5K | ﹤0.01% | 552 |
|