Crossmark Global Holdings’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 |
-11,854
| Closed | -$590K | – | 1381 |
|
2020
Q2 | $590K | Sell |
11,854
-286
| -2% | -$14.2K | 0.02% | 692 |
|
2020
Q1 | $593K | Sell |
12,140
-60
| -0.5% | -$2.93K | 0.02% | 602 |
|
2019
Q4 | $438K | Sell |
12,200
-4,060
| -25% | -$146K | 0.01% | 873 |
|
2019
Q3 | $621K | Sell |
16,260
-520
| -3% | -$19.9K | 0.02% | 705 |
|
2019
Q2 | $642K | Buy |
16,780
+645
| +4% | +$24.7K | 0.02% | 696 |
|
2019
Q1 | $442K | Sell |
16,135
-110
| -0.7% | -$3.01K | 0.01% | 886 |
|
2018
Q4 | $414K | Buy |
16,245
+2,400
| +17% | +$61.2K | 0.01% | 864 |
|
2018
Q3 | $432K | Buy |
13,845
+300
| +2% | +$9.36K | 0.01% | 1062 |
|
2018
Q2 | $470K | Buy |
13,545
+290
| +2% | +$10.1K | 0.01% | 991 |
|
2018
Q1 | $539K | Sell |
13,255
-795
| -6% | -$32.3K | 0.01% | 868 |
|
2017
Q4 | $590K | Buy |
14,050
+685
| +5% | +$28.8K | 0.01% | 872 |
|
2017
Q3 | $525K | Buy |
+13,365
| New | +$525K | 0.01% | 930 |
|
2016
Q3 | $525K | Buy |
+13,365
| New | +$525K | 0.01% | 930 |
|