OneDigital Investment Advisors’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-401
| Closed | -$15K | – | 1229 |
|
|
2019
Q2 | $15K | Hold |
401
| – | – | ﹤0.01% | 863 |
|
|
2019
Q1 | $11K | Hold |
401
| – | – | ﹤0.01% | 868 |
|
|
2018
Q4 | $10K | Hold |
401
| – | – | ﹤0.01% | 861 |
|
|
2018
Q3 | $13K | Hold |
401
| – | – | ﹤0.01% | 785 |
|
|
2018
Q2 | $14K | Hold |
401
| – | – | ﹤0.01% | 953 |
|
|
2018
Q1 | $16K | Sell |
401
-300
| -43% | -$12K | ﹤0.01% | 890 |
|
|
2017
Q4 | $29K | Hold |
701
| – | – | ﹤0.01% | 670 |
|
|
2017
Q3 | $28K | Hold |
701
| – | – | 0.01% | 539 |
|
|
2017
Q2 | $27K | Buy |
+701
| New | +$27K | 0.01% | 654 |
|