Creative Planning’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,544
| Closed | -$59K | – | 4074 |
|
|
2017
Q2 | $59K | Buy |
1,544
+1,435
| +1,317% | +$54.8K | ﹤0.01% | 2381 |
|
|
2017
Q1 | $4K | Hold |
109
| – | – | ﹤0.01% | 4033 |
|
|
2016
Q4 | $3K | Sell |
109
-509
| -82% | -$14K | ﹤0.01% | 4102 |
|
|
2016
Q3 | $21K | Buy |
618
+563
| +1,024% | +$19.1K | ﹤0.01% | 3013 |
|
|
2016
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 3974 |
|
|
2016
Q1 | $2K | Sell |
55
-838
| -94% | -$30.5K | ﹤0.01% | 3929 |
|
|
2015
Q4 | $35K | Sell |
893
-1,745
| -66% | -$68.4K | ﹤0.01% | 2396 |
|
|
2015
Q3 | $110K | Buy |
+2,638
| New | +$110K | ﹤0.01% | 1533 |
|
|
2015
Q2 | – | Sell |
-2,638
| Closed | -$146K | – | 3295 |
|
|
2015
Q1 | $146K | Hold |
2,638
| – | – | ﹤0.01% | 1352 |
|
|
2014
Q4 | $141K | Sell |
2,638
-75
| -3% | -$4.01K | ﹤0.01% | 1345 |
|
|
2014
Q3 | $139K | Buy |
2,713
+175
| +7% | +$8.97K | ﹤0.01% | 1263 |
|
|
2014
Q2 | $130K | Hold |
2,538
| – | – | ﹤0.01% | 1258 |
|
|
2014
Q1 | $124K | Buy |
2,538
+29
| +1% | +$1.42K | ﹤0.01% | 1258 |
|
|
2013
Q4 | $109K | Buy |
2,509
+2,151
| +601% | +$93.4K | ﹤0.01% | 1156 |
|
|
2013
Q3 | $12K | Hold |
358
| – | – | ﹤0.01% | 2373 |
|
|
2013
Q2 | $11K | Buy |
+358
| New | +$11K | ﹤0.01% | 2247 |
|