BCWM
LM
Bartlett & Co Wealth Management’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,138
| Closed | -$810K | – | 879 |
|
|
2020
Q2 | $810K | Sell |
16,138
-13,570
| -46% | -$681K | 0.02% | 205 |
|
|
2020
Q1 | $1.45M | Sell |
29,708
-960
| -3% | -$46.9K | 0.04% | 172 |
|
|
2019
Q4 | $1.1M | Sell |
30,668
-2,000
| -6% | -$71.8K | 0.03% | 203 |
|
|
2019
Q3 | $1.25M | Buy |
32,668
+4,040
| +14% | +$154K | 0.03% | 191 |
|
|
2019
Q2 | $1.1M | Sell |
28,628
-1,500
| -5% | -$57.4K | 0.04% | 162 |
|
|
2019
Q1 | $825K | Hold |
30,128
| – | – | 0.03% | 177 |
|
|
2018
Q4 | $769K | Buy |
30,128
+2,802
| +10% | +$71.5K | 0.03% | 176 |
|
|
2018
Q3 | $853K | Sell |
27,326
-480
| -2% | -$15K | 0.03% | 176 |
|
|
2018
Q2 | $966K | Buy |
27,806
+9,680
| +53% | +$336K | 0.04% | 164 |
|
|
2018
Q1 | $737K | Buy |
+18,126
| New | +$737K | 0.03% | 177 |
|