BWM
LM

BerganKDV Wealth Management’s Legg Mason, Inc. LM Stock Holding History

BerganKDV Wealth Management’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
-29
Closed -$1K – 1043
2020
Q2 		$1K Sell
29
-7
-19% -$241 ﹤0.01% 940
2020
Q1 		$2K Hold
36
– – ﹤0.01% 773
2019
Q4 		$1K Buy
+36
New +$1K ﹤0.01% 921