Mackenzie 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-88,694
| Closed | -$4.33M | – | 1181 |
|
|
2020
Q1 | $4.33M | Sell |
88,694
-175,083
| -66% | -$8.55M | 0.01% | 357 |
|
|
2019
Q4 | $9.47M | Sell |
263,777
-72,336
| -22% | -$2.6M | 0.02% | 336 |
|
|
2019
Q3 | $12.8M | Buy |
336,113
+187,401
| +126% | +$7.16M | 0.03% | 293 |
|
|
2019
Q2 | $5.69M | Buy |
+148,712
| New | +$5.69M | 0.01% | 407 |
|
|
2018
Q4 | – | Sell |
-31,400
| Closed | -$981K | – | 1281 |
|
|
2018
Q3 | $981K | Hold |
31,400
| – | – | ﹤0.01% | 759 |
|
|
2018
Q2 | $1.09M | Sell |
31,400
-8,444
| -21% | -$293K | ﹤0.01% | 675 |
|
|
2018
Q1 | $1.62M | Sell |
39,844
-25,948
| -39% | -$1.06M | ﹤0.01% | 592 |
|
|
2017
Q4 | $2.76M | Buy |
65,792
+29,601
| +82% | +$1.24M | 0.01% | 491 |
|
|
2017
Q3 | $1.42M | Buy |
+36,191
| New | +$1.42M | 0.01% | 414 |
|
|
2013
Q4 | – | Sell |
-41,297
| Closed | -$1.38M | – | 651 |
|
|
2013
Q3 | $1.38M | Sell |
41,297
-13,418
| -25% | -$449K | 0.01% | 412 |
|
|
2013
Q2 | $1.7M | Buy |
+54,715
| New | +$1.7M | 0.01% | 409 |
|