B. Riley Wealth Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,175
| Closed | -$112K | – | 2109 |
|
|
2014
Q2 | $112K | Hold |
2,175
| – | – | 0.03% | 669 |
|
|
2014
Q1 | $107K | Hold |
2,175
| – | – | 0.03% | 598 |
|
|
2013
Q4 | $95K | Sell |
2,175
-1,000
| -31% | -$43.7K | 0.03% | 560 |
|
|
2013
Q3 | $106K | Hold |
3,175
| – | – | 0.04% | 532 |
|
|
2013
Q2 | $98K | Buy |
+3,175
| New | +$98K | 0.03% | 552 |
|