LWA
LM

Lenox Wealth Advisors’s Legg Mason, Inc. LM Stock Holding History

Lenox Wealth Advisors’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,039
Closed -$51K – 843
2020
Q1 		$51K Sell
1,039
-23,315
-96% -$1.14M 0.01% 136
2019
Q4 		$875K Buy
24,354
+24,315
+62,346% +$874K 0.14% 35
2019
Q3 		$1K Buy
+39
New +$1K ﹤0.01% 613