M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-469
| Closed | -$22K | – | 500 |
|
|
2020
Q1 | $22K | Hold |
469
| – | – | 0.01% | 300 |
|
|
2019
Q4 | $16K | Hold |
469
| – | – | ﹤0.01% | 357 |
|
|
2019
Q3 | $17K | Hold |
469
| – | – | ﹤0.01% | 372 |
|
|
2019
Q2 | $17K | Hold |
469
| – | – | ﹤0.01% | 377 |
|
|
2019
Q1 | $15K | Hold |
469
| – | – | ﹤0.01% | 385 |
|
|
2018
Q4 | $11K | Hold |
469
| – | – | ﹤0.01% | 407 |
|
|
2018
Q3 | $14K | Hold |
469
| – | – | ﹤0.01% | 414 |
|
|
2018
Q2 | $16K | Hold |
469
| – | – | ﹤0.01% | 399 |
|
|
2018
Q1 | $19K | Hold |
469
| – | – | ﹤0.01% | 388 |
|
|
2017
Q4 | $19K | Sell |
469
-100
| -18% | -$4.05K | ﹤0.01% | 390 |
|
|
2017
Q3 | $22K | Hold |
569
| – | – | 0.01% | 378 |
|
|
2017
Q2 | $21K | Hold |
569
| – | – | 0.01% | 379 |
|
|
2017
Q1 | $20K | Hold |
569
| – | – | 0.01% | 380 |
|
|
2016
Q4 | $17K | Sell |
569
-774
| -58% | -$23.1K | ﹤0.01% | 388 |
|
|
2016
Q3 | $44K | Hold |
1,343
| – | – | 0.01% | 294 |
|
|
2016
Q2 | $39K | Buy |
+1,343
| New | +$39K | 0.01% | 305 |
|