Dumont & Blake Investment Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,150
| Closed | -$274K | – | 178 |
|
|
2019
Q2 | $274K | Buy |
+7,150
| New | +$274K | 0.11% | 153 |
|
|
2018
Q3 | – | Sell |
-6,140
| Closed | -$213K | – | 173 |
|
|
2018
Q2 | $213K | Buy |
6,140
+240
| +4% | +$8.33K | 0.09% | 153 |
|
|
2018
Q1 | $240K | Hold |
5,900
| – | – | 0.1% | 149 |
|
|
2017
Q4 | $248K | Buy |
+5,900
| New | +$248K | 0.1% | 146 |
|