Institute for Wealth Management’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,367
| Closed | -$217K | – | 450 |
|
|
2020
Q2 | $217K | Hold |
4,367
| – | – | 0.05% | 385 |
|
|
2020
Q1 | $213K | Buy |
+4,367
| New | +$213K | 0.07% | 352 |
|
|
2018
Q1 | – | Sell |
-6,013
| Closed | -$250K | – | 412 |
|
|
2017
Q4 | $250K | Buy |
+6,013
| New | +$250K | 0.06% | 328 |
|
|
2017
Q3 | – | Sell |
-5,815
| Closed | -$224K | – | 408 |
|
|
2017
Q2 | $224K | Buy |
+5,815
| New | +$224K | 0.06% | 357 |
|