LM
CAPTRUST Financial Advisors’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11
| Closed | -$1K | – | 3377 |
|
|
2020
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 2789 |
|
|
2019
Q3 | – | Sell |
-208
| Closed | -$8K | – | 2072 |
|
|
2019
Q2 | $8K | Hold |
208
| – | – | ﹤0.01% | 1562 |
|
|
2019
Q1 | $6K | Buy |
+208
| New | +$6K | ﹤0.01% | 1513 |
|
|
2018
Q4 | – | Sell |
-418
| Closed | -$13K | – | 1721 |
|
|
2018
Q3 | $13K | Sell |
418
-204
| -33% | -$6.34K | ﹤0.01% | 1163 |
|
|
2018
Q2 | $22K | Sell |
622
-22
| -3% | -$778 | ﹤0.01% | 924 |
|
|
2018
Q1 | $25K | Buy |
644
+224
| +53% | +$8.7K | ﹤0.01% | 770 |
|
|
2017
Q4 | $18K | Buy |
+420
| New | +$18K | ﹤0.01% | 829 |
|
|
2017
Q3 | – | Sell |
-22,388
| Closed | -$860K | – | 597 |
|
|
2017
Q2 | $860K | Buy |
+22,388
| New | +$860K | 0.11% | 75 |
|