Graybill Wealth Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.23M | Sell |
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|
2019
Q3 | $2.38M | Sell |
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|
2019
Q2 | $4.31M | Sell |
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|
2019
Q1 | $3.11M | Buy |
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|
2018
Q4 | $2.79M | Buy |
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|
2018
Q3 | $3.25M | Sell |
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|
2018
Q2 | $3.62M | Buy |
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|
2018
Q1 | $3.15M | Sell |
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|
2017
Q4 | $3.31M | Buy |
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|
2017
Q3 | $3.06M | Sell |
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|
2017
Q2 | $2.97M | Sell |
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|
2017
Q1 | $2.81M | Buy |
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