Commonwealth Equity Services’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 |
-12,887
| Closed | -$641K | – | 3163 |
|
|
2020
Q2 | $641K | Buy |
12,887
+19
| +0.1% | +$945 | ﹤0.01% | 1713 |
|
|
2020
Q1 | $628K | Sell |
12,868
-1,463
| -10% | -$71.4K | ﹤0.01% | 1555 |
|
|
2019
Q4 | $514K | Buy |
14,331
+43
| +0.3% | +$1.54K | ﹤0.01% | 1896 |
|
|
2019
Q3 | $545K | Sell |
14,288
-1,010
| -7% | -$38.5K | ﹤0.01% | 1767 |
|
|
2019
Q2 | $585K | Buy |
15,298
+677
| +5% | +$25.9K | ﹤0.01% | 1686 |
|
|
2019
Q1 | $400K | Buy |
14,621
+915
| +7% | +$25K | ﹤0.01% | 1932 |
|
|
2018
Q4 | $349K | Sell |
13,706
-666
| -5% | -$17K | ﹤0.01% | 1915 |
|
|
2018
Q3 | $448K | Sell |
14,372
-621
| -4% | -$19.4K | ﹤0.01% | 1856 |
|
|
2018
Q2 | $521K | Buy |
14,993
+20
| +0.1% | +$695 | ﹤0.01% | 1710 |
|
|
2018
Q1 | $608K | Sell |
14,973
-6,095
| -29% | -$247K | ﹤0.01% | 1579 |
|
|
2017
Q4 | $884K | Sell |
21,068
-4,052
| -16% | -$170K | ﹤0.01% | 1302 |
|
|
2017
Q3 | $987K | Buy |
25,120
+1,296
| +5% | +$50.9K | 0.01% | 1195 |
|
|
2017
Q2 | $909K | Buy |
23,824
+8,179
| +52% | +$312K | 0.01% | 1192 |
|
|
2017
Q1 | $565K | Buy |
+15,645
| New | +$565K | ﹤0.01% | 1432 |
|
|
2015
Q4 | – | Sell |
-6,634
| Closed | -$276K | – | 2257 |
|
|
2015
Q3 | $276K | Sell |
6,634
-2,257
| -25% | -$93.9K | ﹤0.01% | 1602 |
|
|
2015
Q2 | $458K | Sell |
8,891
-960
| -10% | -$49.5K | ﹤0.01% | 1375 |
|
|
2015
Q1 | $544K | Sell |
9,851
-1,441
| -13% | -$79.6K | 0.01% | 1260 |
|
|
2014
Q4 | $603K | Sell |
11,292
-508
| -4% | -$27.1K | 0.01% | 1165 |
|
|
2014
Q3 | $604K | Buy |
11,800
+1,397
| +13% | +$71.5K | 0.01% | 1134 |
|
|
2014
Q2 | $534K | Buy |
10,403
+3,481
| +50% | +$179K | 0.01% | 1202 |
|
|
2014
Q1 | $339K | Sell |
6,922
-995
| -13% | -$48.7K | ﹤0.01% | 1393 |
|
|
2013
Q4 | $344K | Buy |
7,917
+762
| +11% | +$33.1K | 0.01% | 1356 |
|
|
2013
Q3 | $239K | Buy |
7,155
+77
| +1% | +$2.57K | ﹤0.01% | 1525 |
|
|
2013
Q2 | $219K | Buy |
+7,078
| New | +$219K | ﹤0.01% | 1506 |
|