Fort LP’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 |
-1,308
| Closed | -$47K | – | 472 |
|
2019
Q4 | $47K | Buy |
1,308
+137
| +12% | +$4.92K | 0.01% | 399 |
|
2019
Q3 | $45K | Buy |
1,171
+660
| +129% | +$25.4K | 0.01% | 376 |
|
2019
Q2 | $20K | Buy |
+511
| New | +$20K | ﹤0.01% | 415 |
|
2018
Q4 | – | Sell |
-1,052
| Closed | -$33K | – | 515 |
|
2018
Q3 | $33K | Buy |
+1,052
| New | +$33K | 0.01% | 363 |
|