LPL Financial’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
Q3 | – | Sell |
-11,042
| Closed | -$383K | – | 3320 |
|
|
2018
Q2 | $383K | Buy |
11,042
+3,522
| +47% | +$122K | ﹤0.01% | 2411 |
|
|
2018
Q1 | $306K | Buy |
+7,520
| New | +$306K | ﹤0.01% | 2572 |
|
|
2016
Q1 | – | Sell |
-6,258
| Closed | -$242K | – | 3237 |
|
|
2015
Q4 | $242K | Buy |
+6,258
| New | +$242K | ﹤0.01% | 2695 |
|