First Personal Financial Services’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
Q3 | – | Sell |
-158
| Closed | -$6K | – | 815 |
|
|
2019
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 584 |
|
|
2019
Q1 | $4K | Hold |
158
| – | – | ﹤0.01% | 634 |
|
|
2018
Q4 | $4K | Sell |
158
-3
| -2% | -$76 | ﹤0.01% | 596 |
|
|
2018
Q3 | $5K | Buy |
161
+90
| +127% | +$2.8K | ﹤0.01% | 617 |
|
|
2018
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 637 |
|
|
2018
Q1 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 977 |
|
|
2017
Q4 | – | Sell |
-879
| Closed | -$35K | – | 1023 |
|
|
2017
Q3 | $35K | Hold |
879
| – | – | 0.01% | 491 |
|
|
2017
Q2 | $34K | Hold |
879
| – | – | 0.01% | 488 |
|
|
2017
Q1 | $32K | Sell |
879
-30
| -3% | -$1.09K | 0.01% | 482 |
|
|
2016
Q4 | $27K | Buy |
909
+879
| +2,930% | +$26.1K | 0.01% | 491 |
|
|
2016
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 792 |
|
|
2016
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 805 |
|