DZ Bank’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
Q2 | – | Sell |
-7,621
| Closed | -$372K | – | 949 |
|
|
2020
Q1 | $372K | Hold |
7,621
| – | – | ﹤0.01% | 595 |
|
|
2019
Q4 | $273K | Hold |
7,621
| – | – | ﹤0.01% | 624 |
|
|
2019
Q3 | $291K | Hold |
7,621
| – | – | ﹤0.01% | 614 |
|
|
2019
Q2 | $291K | Sell |
7,621
-16,566
| -68% | -$633K | ﹤0.01% | 620 |
|
|
2019
Q1 | $661K | Sell |
24,187
-12,297
| -34% | -$336K | ﹤0.01% | 538 |
|
|
2018
Q4 | $925K | Hold |
36,484
| – | – | ﹤0.01% | 507 |
|
|
2018
Q3 | $1.14M | Hold |
36,484
| – | – | ﹤0.01% | 494 |
|
|
2018
Q2 | $1.27M | Sell |
36,484
-41,594
| -53% | -$1.44M | ﹤0.01% | 528 |
|
|
2018
Q1 | $3.17M | Buy |
78,078
+43,324
| +125% | +$1.76M | 0.01% | 462 |
|
|
2017
Q4 | $1.46M | Buy |
+34,754
| New | +$1.46M | 0.01% | 503 |
|
|
2017
Q3 | – | Sell |
-4,000
| Closed | -$153K | – | 918 |
|
|
2017
Q2 | $153K | Buy |
+4,000
| New | +$153K | ﹤0.01% | 716 |
|