Bartlett & Co Wealth Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $810K | Sell |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $825K | Hold |
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|
2018
Q4 | $769K | Buy |
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|
2018
Q3 | $853K | Sell |
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|
2018
Q2 | $966K | Buy |
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|
2018
Q1 | $737K | Buy |
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