MSI Financial Services’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 3094 |
|
|
2016
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 3006 |
|
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 3090 |
|
|
2016
Q1 | $7K | Buy |
200
+49
| +32% | +$1.72K | ﹤0.01% | 3017 |
|
|
2015
Q4 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 3023 |
|
|
2015
Q3 | – | Sell |
-37
| Closed | -$2K | – | 3443 |
|
|
2015
Q2 | $2K | Sell |
37
-300
| -89% | -$16.2K | ﹤0.01% | 2813 |
|
|
2015
Q1 | $19K | Sell |
337
-200
| -37% | -$11.3K | ﹤0.01% | 1840 |
|
|
2014
Q4 | $29K | Hold |
537
| – | – | ﹤0.01% | 1358 |
|
|
2014
Q3 | $27K | Hold |
537
| – | – | ﹤0.01% | 1383 |
|
|
2014
Q2 | $28K | Sell |
537
-14
| -3% | -$730 | ﹤0.01% | 1352 |
|
|
2014
Q1 | $27K | Sell |
551
-100
| -15% | -$4.9K | ﹤0.01% | 1313 |
|
|
2013
Q4 | $28K | Hold |
651
| – | – | ﹤0.01% | 1254 |
|
|
2013
Q3 | $22K | Hold |
651
| – | – | ﹤0.01% | 1179 |
|
|
2013
Q2 | $20K | Buy |
+651
| New | +$20K | ﹤0.01% | 1254 |
|