CT
LM

Caldwell Trust’s Legg Mason, Inc. LM Stock Holding History

Caldwell Trust’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-800
2020
Q2 		$39.8K Hold
800
2020
Q1 		$39.1K Hold
800
2019
Q4 		$28.7K Buy
+800