Hillsdale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,300
| Closed | -$552K | – | 724 |
|
|
2020
Q1 | $552K | Sell |
11,300
-2,700
| -19% | -$132K | 0.07% | 277 |
|
|
2019
Q4 | $503K | Buy |
14,000
+300
| +2% | +$10.8K | 0.04% | 357 |
|
|
2019
Q3 | $524K | Buy |
13,700
+12,600
| +1,145% | +$482K | 0.05% | 327 |
|
|
2019
Q2 | $42K | Buy |
+1,100
| New | +$42K | ﹤0.01% | 450 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$8K | – | 570 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 375 |
|
|
2017
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2017
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 355 |
|
|
2015
Q4 | – | Sell |
-6,100
| Closed | -$254K | – | 617 |
|
|
2015
Q3 | $254K | Hold |
6,100
| – | – | 0.09% | 252 |
|
|
2015
Q2 | $314K | Buy |
+6,100
| New | +$314K | 0.1% | 236 |
|