Harvest Group Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Harvest Group Wealth Management’s Portfolio LM Stock Details LM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-89	Closed	-$4K	–	897
2020 Q2	$4K	Hold	89	–	–	﹤0.01%	268
2020 Q1	$4K	Sell	89 -64	-42%	-$2.79K	﹤0.01%	281
2019 Q4	$5K	Hold	153	–	–	﹤0.01%	400
2019 Q3	$6K	Buy	153 +1	+0.7%	+$38	0.01%	394
2019 Q2	$5K	Hold	152	–	–	0.01%	373
2019 Q1	$4K	Buy	+152	New	+$4.36K	﹤0.01%	465

Harvest Group Wealth Management's LM Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Legg Mason, Inc. (LM) in Q3 2020, closing a stake of 89 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in LM in Q1 2019 and held it in 6 quarters. The position peaked at $6K in Q3 2019. 0 funds tracked by Wall St. Rank hold LM as of Q3 2020.

Harvest Group Wealth Management reported no remaining Legg Mason, Inc. position as of Q3 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 89 Legg Mason, Inc. shares in Q3 2020, an estimated $4K.
Harvest Group Wealth Management first reported a position in Legg Mason, Inc. in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's Legg Mason, Inc. position peaked at $6K in Q3 2019.
0 funds tracked by Wall St. Rank held Legg Mason, Inc. as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.