C.M. Bidwell & Associates’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-790
| Closed | -$28K | – | 497 |
|
|
2019
Q4 | $28K | Sell |
790
-1,990
| -72% | -$70.5K | 0.03% | 282 |
|
|
2019
Q3 | $106K | Buy |
2,780
+1,170
| +73% | +$44.6K | 0.1% | 179 |
|
|
2019
Q2 | $62K | Buy |
+1,610
| New | +$62K | 0.06% | 225 |
|
|
2016
Q4 | – | Sell |
-128,260
| Closed | -$4.29M | – | 331 |
|
|
2016
Q3 | $4.29M | Sell |
128,260
-107,855
| -46% | -$3.61M | 1.02% | 26 |
|
|
2016
Q2 | $6.96M | Buy |
+236,115
| New | +$6.96M | 1.73% | 11 |
|
|
2014
Q3 | – | Sell |
-6,740
| Closed | -$346K | – | 305 |
|
|
2014
Q2 | $346K | Buy |
+6,740
| New | +$346K | 0.08% | 105 |
|
|
2014
Q1 | – | Sell |
-1,610
| Closed | -$70K | – | 277 |
|
|
2013
Q4 | $70K | Buy |
+1,610
| New | +$70K | 0.02% | 201 |
|