Index Management Solutions’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 691 |
|
|
2015
Q2 | – | Sell |
-278
| Closed | -$15K | – | 815 |
|
|
2015
Q1 | $15K | Sell |
278
-982
| -78% | -$53K | 0.01% | 483 |
|
|
2014
Q4 | $67K | Sell |
1,260
-3,041
| -71% | -$162K | 0.01% | 332 |
|
|
2014
Q3 | $220K | Sell |
4,301
-177
| -4% | -$9.05K | 0.03% | 601 |
|
|
2014
Q2 | $230K | Buy |
4,478
+2,542
| +131% | +$131K | 0.03% | 562 |
|
|
2014
Q1 | $95K | Buy |
1,936
+337
| +21% | +$16.5K | 0.02% | 481 |
|
|
2013
Q4 | $70K | Buy |
1,599
+184
| +13% | +$8.06K | 0.02% | 347 |
|
|
2013
Q3 | $47K | Buy |
+1,415
| New | +$47K | 0.01% | 484 |
|