EWM
LM

Evercore Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-715
Closed -$26K 1058
2017
Q1
$26K Buy
+715
New +$26K ﹤0.01% 716
2016
Q4
Sell
-282
Closed -$9K 1114
2016
Q3
$9K Hold
282
﹤0.01% 882
2016
Q2
$8K Buy
+282
New +$8K ﹤0.01% 876