Girard Partners’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,825
| Closed | -$229K | – | 192 |
|
|
2015
Q4 | $229K | Hold |
5,825
| – | – | 0.11% | 157 |
|
|
2015
Q3 | $242K | Hold |
5,825
| – | – | 0.14% | 136 |
|
|
2015
Q2 | $300K | Hold |
5,825
| – | – | 0.17% | 120 |
|
|
2015
Q1 | $322K | Hold |
5,825
| – | – | 0.19% | 115 |
|
|
2014
Q4 | $311K | Hold |
5,825
| – | – | 0.19% | 108 |
|
|
2014
Q3 | $298K | Sell |
5,825
-310
| -5% | -$15.9K | 0.2% | 113 |
|
|
2014
Q2 | $315K | Hold |
6,135
| – | – | 0.22% | 108 |
|
|
2014
Q1 | $301K | Hold |
6,135
| – | – | 0.21% | 106 |
|
|
2013
Q4 | $267K | Buy |
+6,135
| New | +$267K | 0.21% | 104 |
|