IFWM
LM

Institute for Wealth Management’s Legg Mason, Inc. LM Stock Holding History

Institute for Wealth Management’s Portfolio LM Stock Details LM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
2020
Q2 		$217K Hold
2020
Q1 		$213K Buy
2018
Q1 		– Sell
2017
Q4 		$250K Buy
2017
Q3 		– Sell
2017
Q2 		$224K Buy