Godshalk Welsh Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,150
| Closed | -$206K | – | 137 |
|
|
2016
Q3 | $206K | Sell |
6,150
-2,950
| -32% | -$98.8K | 0.21% | 129 |
|
|
2016
Q2 | $268K | Sell |
9,100
-6,900
| -43% | -$203K | 0.28% | 111 |
|
|
2016
Q1 | $555K | Sell |
16,000
-250
| -2% | -$8.67K | 0.57% | 65 |
|
|
2015
Q4 | $637K | Buy |
16,250
+250
| +2% | +$9.8K | 0.66% | 56 |
|
|
2015
Q3 | $666K | Sell |
16,000
-300
| -2% | -$12.5K | 0.73% | 52 |
|
|
2015
Q2 | $840K | Sell |
16,300
-750
| -4% | -$38.7K | 0.85% | 41 |
|
|
2015
Q1 | $941K | Sell |
17,050
-200
| -1% | -$11K | 0.96% | 36 |
|
|
2014
Q4 | $921K | Buy |
+17,250
| New | +$921K | 0.84% | 37 |
|