Integrated Investment Consultants’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,700
| Closed | -$150K | – | 786 |
|
|
2018
Q1 | $150K | Buy |
+3,700
| New | +$150K | 0.06% | 238 |
|
|
2017
Q3 | $145K | Hold |
3,700
| – | – | 0.06% | 215 |
|
|
2017
Q2 | $141K | Hold |
3,700
| – | – | 0.06% | 217 |
|
|
2017
Q1 | $134K | Hold |
3,700
| – | – | 0.06% | 222 |
|
|
2016
Q4 | $111K | Buy |
3,700
+525
| +17% | +$15.8K | 0.05% | 248 |
|
|
2016
Q3 | $102K | Buy |
3,175
+325
| +11% | +$10.4K | 0.05% | 260 |
|
|
2016
Q2 | $84K | Buy |
2,850
+1,725
| +153% | +$50.8K | 0.05% | 312 |
|
|
2016
Q1 | $35K | Buy |
+1,125
| New | +$35K | 0.02% | 395 |
|