Foster & Motley’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
Q3 | – | Sell |
-13,703
| Closed | -$682K | – | 277 |
|
|
2020
Q2 | $682K | Sell |
13,703
-4,104
| -23% | -$204K | 0.09% | 170 |
|
|
2020
Q1 | $870K | Buy |
+17,807
| New | +$870K | 0.13% | 141 |
|
|
2015
Q2 | – | Sell |
-11,021
| Closed | -$608K | – | 188 |
|
|
2015
Q1 | $608K | Hold |
11,021
| – | – | 0.13% | 116 |
|
|
2014
Q4 | $588K | Hold |
11,021
| – | – | 0.13% | 121 |
|
|
2014
Q3 | $564K | Sell |
11,021
-1,500
| -12% | -$76.8K | 0.13% | 116 |
|
|
2014
Q2 | $642K | Sell |
12,521
-2,620
| -17% | -$134K | 0.15% | 111 |
|
|
2014
Q1 | $743K | Sell |
15,141
-1,314
| -8% | -$64.5K | 0.18% | 101 |
|
|
2013
Q4 | $715K | Sell |
16,455
-1,129
| -6% | -$49.1K | 0.18% | 100 |
|
|
2013
Q3 | $588K | Sell |
17,584
-900
| -5% | -$30.1K | 0.16% | 105 |
|
|
2013
Q2 | $573K | Buy |
+18,484
| New | +$573K | 0.16% | 104 |
|