BDF
LM

Balasa Dinverno & Foltz’s Legg Mason, Inc. LM Stock Holding History

Balasa Dinverno & Foltz’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-22,830
Closed -$1.14M – 274
2020
Q2 		$1.14M Buy
22,830
+11,123
+95% +$553K 0.13% 74
2020
Q1 		$572K Buy
+11,707
New +$572K 0.07% 124