Farmers & Merchants Investments Inc’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-200
| Closed | -$8K | – | 886 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 601 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 615 |
|
|
2017
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 590 |
|
|
2017
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 577 |
|
|
2017
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 569 |
|
|
2016
Q4 | $6K | Sell |
200
-1,371
| -87% | -$41.1K | ﹤0.01% | 633 |
|
|
2016
Q3 | $53K | Sell |
1,571
-200
| -11% | -$6.75K | 0.01% | 286 |
|
|
2016
Q2 | $52K | Hold |
1,771
| – | – | 0.01% | 268 |
|
|
2016
Q1 | $61K | Sell |
1,771
-9
| -0.5% | -$310 | 0.01% | 255 |
|
|
2015
Q4 | $70K | Hold |
1,780
| – | – | 0.01% | 263 |
|
|
2015
Q3 | $74K | Hold |
1,780
| – | – | 0.01% | 250 |
|
|
2015
Q2 | $92K | Hold |
1,780
| – | – | 0.01% | 243 |
|
|
2015
Q1 | $98K | Hold |
1,780
| – | – | 0.01% | 239 |
|
|
2014
Q4 | $95K | Sell |
1,780
-65
| -4% | -$3.47K | 0.01% | 234 |
|
|
2014
Q3 | $94K | Hold |
1,845
| – | – | 0.01% | 231 |
|
|
2014
Q2 | $95K | Sell |
1,845
-507
| -22% | -$26.1K | 0.01% | 237 |
|
|
2014
Q1 | $115K | Hold |
2,352
| – | – | 0.02% | 225 |
|
|
2013
Q4 | $102K | Hold |
2,352
| – | – | 0.01% | 239 |
|
|
2013
Q3 | $79K | Buy |
2,352
+338
| +17% | +$11.4K | 0.01% | 252 |
|
|
2013
Q2 | $62K | Buy |
+2,014
| New | +$62K | 0.01% | 269 |
|