Dynamic Capital Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-53,350
| Closed | -$2.09M | – | 461 |
|
|
2015
Q4 | $2.09M | Buy |
+53,350
| New | +$2.09M | 1% | 10 |
|
|
2015
Q3 | – | Sell |
-11,191
| Closed | -$577K | – | 448 |
|
|
2015
Q2 | $577K | Buy |
11,191
+2,581
| +30% | +$133K | 0.15% | 151 |
|
|
2015
Q1 | $475K | Buy |
+8,610
| New | +$475K | 0.17% | 139 |
|
|
2013
Q4 | – | Sell |
-15,610
| Closed | -$522K | – | 526 |
|
|
2013
Q3 | $522K | Sell |
15,610
-25,790
| -62% | -$862K | 0.12% | 297 |
|
|
2013
Q2 | $1.28M | Buy |
+41,400
| New | +$1.28M | 0.34% | 102 |
|