Financial Architects (New Jersey)’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
Q2 | – | Sell |
-1,000
| Closed | -$27K | – | 1410 |
|
|
2019
Q1 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 710 |
|
|
2018
Q4 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 662 |
|
|
2017
Q3 | – | Sell |
-150
| Closed | -$6K | – | 1512 |
|
|
2017
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 1148 |
|
|
2016
Q4 | – | Sell |
-416
| Closed | -$14K | – | 1488 |
|
|
2016
Q3 | $14K | Hold |
416
| – | – | ﹤0.01% | 919 |
|
|
2016
Q2 | $13K | Buy |
416
+365
| +716% | +$11.4K | ﹤0.01% | 904 |
|
|
2016
Q1 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 1070 |
|
|
2015
Q3 | – | Sell |
-421
| Closed | -$22K | – | 1018 |
|
|
2015
Q2 | $22K | Hold |
421
| – | – | 0.01% | 611 |
|
|
2015
Q1 | $23K | Buy |
421
+57
| +16% | +$3.11K | 0.01% | 545 |
|
|
2014
Q4 | $19K | Buy |
+364
| New | +$19K | 0.01% | 547 |
|