Cambridge Investment Research Advisors’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 |
-8,632
| Closed | -$310K | – | 2536 |
|
|
2019
Q4 | $310K | Sell |
8,632
-1,301
| -13% | -$46.7K | ﹤0.01% | 1891 |
|
|
2019
Q3 | $379K | Sell |
9,933
-529
| -5% | -$20.2K | ﹤0.01% | 1679 |
|
|
2019
Q2 | $400K | Sell |
10,462
-493
| -5% | -$18.8K | ﹤0.01% | 1579 |
|
|
2019
Q1 | $300K | Buy |
10,955
+455
| +4% | +$12.5K | ﹤0.01% | 1805 |
|
|
2018
Q4 | $268K | Buy |
10,500
+1,035
| +11% | +$26.4K | ﹤0.01% | 1732 |
|
|
2018
Q3 | $296K | Buy |
9,465
+831
| +10% | +$26K | ﹤0.01% | 1810 |
|
|
2018
Q2 | $300K | Buy |
8,634
+484
| +6% | +$16.8K | ﹤0.01% | 1732 |
|
|
2018
Q1 | $331K | Buy |
8,150
+969
| +13% | +$39.4K | ﹤0.01% | 1596 |
|
|
2017
Q4 | $301K | Buy |
+7,181
| New | +$301K | ﹤0.01% | 1653 |
|