Greenwood Capital Associates’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
Q1 | – | Sell |
-7,850
| Closed | -$282K | – | 218 |
|
|
2019
Q4 | $282K | Buy |
+7,850
| New | +$282K | 0.06% | 161 |
|
|
2015
Q3 | – | Sell |
-10,667
| Closed | -$549K | – | 199 |
|
|
2015
Q2 | $549K | Buy |
10,667
+2,330
| +28% | +$120K | 0.17% | 87 |
|
|
2015
Q1 | $460K | Buy |
8,337
+367
| +5% | +$20.2K | 0.13% | 92 |
|
|
2014
Q4 | $425K | Buy |
7,970
+1,585
| +25% | +$84.5K | 0.12% | 90 |
|
|
2014
Q3 | $327K | Buy |
6,385
+60
| +0.9% | +$3.07K | 0.1% | 96 |
|
|
2014
Q2 | $325K | Hold |
6,325
| – | – | 0.1% | 101 |
|
|
2014
Q1 | $310K | Buy |
+6,325
| New | +$310K | 0.1% | 100 |
|