Mercer Capital Advisers’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$4K | – | 244 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 244 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 252 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 261 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 264 |
|
|
2016
Q3 | $3K | Sell |
100
-1,500
| -94% | -$45K | ﹤0.01% | 271 |
|
|
2016
Q2 | $47K | Hold |
1,600
| – | – | 0.04% | 168 |
|
|
2016
Q1 | $55K | Hold |
1,600
| – | – | 0.05% | 152 |
|
|
2015
Q4 | $63K | Hold |
1,600
| – | – | 0.06% | 144 |
|
|
2015
Q3 | $67K | Hold |
1,600
| – | – | 0.06% | 134 |
|
|
2015
Q2 | $82K | Hold |
1,600
| – | – | 0.07% | 131 |
|
|
2015
Q1 | $88K | Hold |
1,600
| – | – | 0.08% | 128 |
|
|
2014
Q4 | $85K | Buy |
+1,600
| New | +$85K | 0.08% | 128 |
|