Financial Sense Advisors’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
Q1 | – | Sell |
-70,218
| Closed | -$2.52M | – | 109 |
|
|
2019
Q4 | $2.52M | Sell |
70,218
-1,760
| -2% | -$63.2K | 0.93% | 24 |
|
|
2019
Q3 | $2.75M | Hold |
71,978
| – | – | 1.33% | 15 |
|
|
2019
Q2 | $2.76M | Sell |
71,978
-8,823
| -11% | -$338K | 1.21% | 17 |
|
|
2019
Q1 | $2.21M | Buy |
80,801
+22,603
| +39% | +$619K | 0.98% | 20 |
|
|
2018
Q4 | $1.49M | Sell |
58,198
-65,542
| -53% | -$1.67M | 0.94% | 17 |
|
|
2018
Q3 | $3.86M | Buy |
123,740
+7,435
| +6% | +$232K | 1.63% | 16 |
|
|
2018
Q2 | $4.04M | Sell |
116,305
-87
| -0.1% | -$3.02K | 2.82% | 10 |
|
|
2018
Q1 | $4.73M | Buy |
116,392
+17,586
| +18% | +$715K | 2.29% | 11 |
|
|
2017
Q4 | $4.15M | Buy |
98,806
+3,849
| +4% | +$162K | 1.92% | 14 |
|
|
2017
Q3 | $3.73M | Sell |
94,957
-3,164
| -3% | -$124K | 1.92% | 14 |
|
|
2017
Q2 | $3.74M | Sell |
98,121
-732
| -0.7% | -$27.9K | 1.96% | 12 |
|
|
2017
Q1 | $3.57M | Buy |
+98,853
| New | +$3.57M | 2.14% | 17 |
|