Milestone Investment Advisors’s Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $468K | Hold |
5,907
| – | – | 0.12% | 63 |
|
2025
Q1 | $412K | Hold |
5,907
| – | – | 0.11% | 63 |
|
2024
Q4 | $445K | Hold |
5,907
| – | – | 0.12% | 61 |
|
2024
Q3 | $431K | Hold |
5,907
| – | – | 0.12% | 63 |
|
2024
Q2 | $412K | Hold |
5,907
| – | – | 0.11% | 58 |
|
2024
Q1 | $396K | Buy |
+5,907
| New | +$396K | 0.11% | 59 |
|
2023
Q4 | – | Sell |
-5,517
| Closed | -$286K | – | 298 |
|
2023
Q3 | $286K | Hold |
5,517
| – | – | 0.08% | 84 |
|
2023
Q2 | $300K | Buy |
5,517
+1,672
| +43% | +$90.8K | 0.09% | 60 |
|
2023
Q1 | $183K | Hold |
3,845
| – | – | 0.06% | 112 |
|
2022
Q4 | $157K | Buy |
+3,845
| New | +$157K | 0.06% | 65 |
|