Carroll Financial 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
Q3 | – | Sell |
-1
| Closed | – | – | 1793 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1784 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1788 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 1814 |
|
|
2019
Q2 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 1787 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1575 |
|
|
2017
Q1 | – | Sell |
-342
| Closed | -$10K | – | 1265 |
|
|
2016
Q4 | $10K | Hold |
342
| – | – | ﹤0.01% | 805 |
|
|
2016
Q3 | $11K | Hold |
342
| – | – | ﹤0.01% | 808 |
|
|
2016
Q2 | $10K | Sell |
342
-342
| -50% | -$10K | ﹤0.01% | 791 |
|
|
2016
Q1 | $23K | Hold |
684
| – | – | ﹤0.01% | 586 |
|
|
2015
Q4 | $26K | Buy |
+684
| New | +$26K | 0.01% | 525 |
|