Ballentine Partners’s Legg Mason, Inc. LM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-7,170
Closed -$282K 432
2017
Q3
$282K Sell
7,170
-15
-0.2% -$590 0.02% 279
2017
Q2
$295K Buy
+7,185
New +$295K 0.02% 279