FG
LM
Formula Growth’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,900
| Closed | -$590K | – | 160 |
|
|
2018
Q3 | $590K | Hold |
18,900
| – | – | 0.07% | 135 |
|
|
2018
Q2 | $656K | Sell |
18,900
-8,100
| -30% | -$281K | 0.07% | 140 |
|
|
2018
Q1 | $1.1M | Hold |
27,000
| – | – | 0.13% | 129 |
|
|
2017
Q4 | $1.13M | Hold |
27,000
| – | – | 0.15% | 112 |
|
|
2017
Q3 | $1.06M | Hold |
27,000
| – | – | 0.17% | 114 |
|
|
2017
Q2 | $1.03M | Hold |
27,000
| – | – | 0.18% | 113 |
|
|
2017
Q1 | $975K | Sell |
27,000
-170,000
| -86% | -$6.14M | 0.2% | 120 |
|
|
2016
Q4 | $5.89M | Buy |
+197,000
| New | +$5.89M | 1.37% | 17 |
|