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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-800
Closed -$39.8K – 775
2020
Q2 		$39.8K Hold
800
– – 0.01% 442
2020
Q1 		$39.1K Hold
800
– – 0.01% 444
2019
Q4 		$28.7K Buy
+800
New +$29.7K ﹤0.01% 538