MYIA
LM

Mount Yale Investment Advisors’s Legg Mason, Inc. LM Stock Holding History

Mount Yale Investment Advisors’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,908
Closed -$231K – 341
2019
Q4 		$231K Buy
+5,908
New +$231K 0.04% 298
2018
Q4 		– Sell
-2,407
Closed -$70K – 894
2018
Q3 		$70K Buy
2,407
+24
+1% +$698 0.01% 543
2018
Q2 		$83K Buy
+2,383
New +$83K 0.02% 522