Freedom Investment Management’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 |
-14,166
| Closed | -$705K | – | 613 |
|
|
2020
Q2 | $705K | Sell |
14,166
-3,935
| -22% | -$196K | 0.08% | 204 |
|
|
2020
Q1 | $718K | Sell |
18,101
-8,602
| -32% | -$341K | 0.06% | 250 |
|
|
2019
Q4 | $959K | Buy |
26,703
+523
| +2% | +$18.8K | 0.08% | 208 |
|
|
2019
Q3 | $1M | Sell |
26,180
-955
| -4% | -$36.5K | 0.09% | 213 |
|
|
2019
Q2 | $1.04M | Sell |
27,135
-776
| -3% | -$29.7K | 0.09% | 214 |
|
|
2019
Q1 | $764K | Sell |
27,911
-9,466
| -25% | -$259K | 0.06% | 295 |
|
|
2018
Q4 | $953K | Sell |
37,377
-2,431
| -6% | -$62K | 0.07% | 272 |
|
|
2018
Q3 | $1.23M | Buy |
39,808
+452
| +1% | +$13.9K | 0.08% | 272 |
|
|
2018
Q2 | $1.37M | Buy |
+39,356
| New | +$1.37M | 0.08% | 264 |
|