LM
Kovitz Investment Group Partners’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,800
| Closed | -$567K | – | 398 |
|
|
2019
Q4 | $567K | Sell |
15,800
-200
| -1% | -$7.18K | 0.02% | 312 |
|
|
2019
Q3 | $611K | Sell |
16,000
-2,100
| -12% | -$80.2K | 0.02% | 306 |
|
|
2019
Q2 | $693K | Sell |
18,100
-9,000
| -33% | -$345K | 0.02% | 292 |
|
|
2019
Q1 | $742K | Sell |
27,100
-100
| -0.4% | -$2.74K | 0.02% | 296 |
|
|
2018
Q4 | $694K | Sell |
27,200
-5,300
| -16% | -$135K | 0.03% | 211 |
|
|
2018
Q3 | $1.02M | Hold |
32,500
| – | – | 0.05% | 91 |
|
|
2018
Q2 | $1.13M | Buy |
32,500
+200
| +0.6% | +$6.95K | 0.05% | 87 |
|
|
2018
Q1 | $1.31M | Buy |
32,300
+300
| +0.9% | +$12.2K | 0.06% | 79 |
|
|
2017
Q4 | $1.34K | Sell |
32,000
-3,100
| -9% | -$130 | 0.06% | 74 |
|
|
2017
Q3 | $1.38M | Sell |
35,100
-2,400
| -6% | -$94.4K | 0.07% | 73 |
|
|
2017
Q2 | $1.43M | Buy |
+37,500
| New | +$1.43M | 0.08% | 69 |
|