Cutler Group’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 |
-88
| Closed | -$4K | – | 2508 |
|
|
2020
Q2 | $4K | Hold |
88
| – | – | ﹤0.01% | 1379 |
|
|
2020
Q1 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 1252 |
|
|
2019
Q4 | – | Sell |
-52
| Closed | -$1K | – | 2394 |
|
|
2019
Q3 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 1425 |
|
|
2019
Q2 | – | Sell |
-370
| Closed | -$10K | – | 2447 |
|
|
2019
Q1 | $10K | Sell |
370
-3,230
| -90% | -$87.3K | ﹤0.01% | 1202 |
|
|
2018
Q4 | $91K | Buy |
+3,600
| New | +$91K | 0.01% | 652 |
|
|
2018
Q3 | – | Sell |
-3,849
| Closed | -$133K | – | 2412 |
|
|
2018
Q2 | $133K | Buy |
+3,849
| New | +$133K | 0.01% | 610 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 2761 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 3105 |
|
|
2017
Q3 | – | Sell |
-3,427
| Closed | -$130K | – | 3353 |
|
|
2017
Q2 | $130K | Sell |
3,427
-3,957
| -54% | -$150K | ﹤0.01% | 1065 |
|
|
2017
Q1 | $266K | Buy |
7,384
+7,156
| +3,139% | +$258K | 0.01% | 714 |
|
|
2016
Q4 | $6K | Buy |
228
+9
| +4% | +$237 | ﹤0.01% | 2453 |
|
|
2016
Q3 | $7K | Sell |
219
-660
| -75% | -$21.1K | ﹤0.01% | 2309 |
|
|
2016
Q2 | $25K | Buy |
879
+516
| +142% | +$14.7K | ﹤0.01% | 1717 |
|
|
2016
Q1 | $12K | Buy |
+363
| New | +$12K | ﹤0.01% | 1981 |
|