Coe Capital Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-43,835
| Closed | -$1.52M | – | 85 |
|
|
2018
Q2 | $1.52M | Sell |
43,835
-1,515
| -3% | -$52.6K | 1.69% | 21 |
|
|
2018
Q1 | $1.84M | Hold |
45,350
| – | – | 2% | 15 |
|
|
2017
Q4 | $1.9M | Buy |
45,350
+375
| +0.8% | +$15.7K | 2.01% | 16 |
|
|
2017
Q3 | $1.77M | Buy |
44,975
+1,115
| +3% | +$43.8K | 1.84% | 15 |
|
|
2017
Q2 | $1.67M | Buy |
43,860
+605
| +1% | +$23.1K | 1.91% | 20 |
|
|
2017
Q1 | $1.56M | Sell |
43,255
-4,945
| -10% | -$179K | 1.88% | 22 |
|
|
2016
Q4 | $1.44M | Hold |
48,200
| – | – | 1.86% | 24 |
|
|
2016
Q3 | $1.61M | Buy |
+48,200
| New | +$1.61M | 0.52% | 62 |
|