Integrated Wealth Management’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-76
| Closed | -$3K | – | 1141 |
|
|
2016
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q2 | $2K | Hold |
76
| – | – | ﹤0.01% | 1115 |
|
|
2016
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 955 |
|
|
2015
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 1047 |
|
|
2015
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 1056 |
|
|
2015
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 1019 |
|
|
2015
Q1 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 995 |
|