BAM
LM
Boyar Asset Management’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-71,119
| Closed | -$2.55M | – | 73 |
|
|
2019
Q4 | $2.55M | Sell |
71,119
-1,852
| -3% | -$66.5K | 1.84% | 19 |
|
|
2019
Q3 | $2.79M | Buy |
72,971
+31
| +0% | +$1.18K | 2.12% | 15 |
|
|
2019
Q2 | $2.79M | Sell |
72,940
-2,556
| -3% | -$97.8K | 2.06% | 19 |
|
|
2019
Q1 | $2.07M | Buy |
75,496
+63,492
| +529% | +$1.74M | 1.55% | 23 |
|
|
2018
Q4 | $306K | Buy |
12,004
+1,562
| +15% | +$39.8K | 0.25% | 55 |
|
|
2018
Q3 | $326K | Buy |
10,442
+3,541
| +51% | +$111K | 0.22% | 55 |
|
|
2018
Q2 | $240K | Sell |
6,901
-310
| -4% | -$10.8K | 0.18% | 59 |
|
|
2018
Q1 | $293K | Buy |
7,211
+500
| +7% | +$20.3K | 0.21% | 58 |
|
|
2017
Q4 | $282K | Sell |
6,711
-526
| -7% | -$22.1K | 0.2% | 58 |
|
|
2017
Q3 | $284K | Sell |
7,237
-472
| -6% | -$18.5K | 0.21% | 59 |
|
|
2017
Q2 | $294K | Buy |
7,709
+2,075
| +37% | +$79.1K | 0.22% | 60 |
|
|
2017
Q1 | $203K | Buy |
+5,634
| New | +$203K | 0.15% | 66 |
|
|
2014
Q3 | – | Sell |
-4,600
| Closed | -$236K | – | 69 |
|
|
2014
Q2 | $236K | Buy |
4,600
+200
| +5% | +$10.3K | 0.19% | 62 |
|
|
2014
Q1 | $216K | Buy |
+4,400
| New | +$216K | 0.18% | 62 |
|