IAS
LM
IMA Advisory Services’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,905
| Closed | -$95K | – | 311 |
|
|
2020
Q2 | $95K | Hold |
1,905
| – | – | 0.03% | 131 |
|
|
2020
Q1 | $93K | Hold |
1,905
| – | – | 0.04% | 127 |
|
|
2019
Q4 | $68K | Hold |
1,905
| – | – | 0.03% | 142 |
|
|
2019
Q3 | $73K | Hold |
1,905
| – | – | 0.03% | 140 |
|
|
2019
Q2 | $73K | Hold |
1,905
| – | – | 0.03% | 139 |
|
|
2019
Q1 | $52K | Hold |
1,905
| – | – | 0.02% | 152 |
|
|
2018
Q4 | $49K | Hold |
1,905
| – | – | 0.02% | 159 |
|
|
2018
Q3 | $59K | Hold |
1,905
| – | – | 0.02% | 151 |
|
|
2018
Q2 | $66K | Buy |
+1,905
| New | +$66K | 0.03% | 153 |
|