Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,950
| Closed | -$68K | – | 1092 |
|
|
2018
Q2 | $68K | Sell |
1,950
-575
| -23% | -$20.1K | 0.02% | 469 |
|
|
2018
Q1 | $103K | Buy |
+2,525
| New | +$103K | 0.03% | 402 |
|
|
2016
Q1 | – | Sell |
-6,225
| Closed | -$244K | – | 288 |
|
|
2015
Q4 | $244K | Hold |
6,225
| – | – | 0.09% | 230 |
|
|
2015
Q3 | $259K | Buy |
+6,225
| New | +$259K | 0.1% | 217 |
|
|
2015
Q1 | $409K | Hold |
7,403
| – | – | 0.13% | 180 |
|
|
2014
Q4 | $395K | Buy |
7,403
+700
| +10% | +$37.4K | 0.13% | 175 |
|
|
2014
Q3 | $343K | Buy |
6,703
+100
| +2% | +$5.12K | 0.11% | 181 |
|
|
2014
Q2 | $339K | Sell |
6,603
-50
| -0.8% | -$2.57K | 0.11% | 186 |
|
|
2014
Q1 | $326K | Buy |
6,653
+1,300
| +24% | +$63.7K | 0.12% | 171 |
|
|
2013
Q4 | $233K | Hold |
5,353
| – | – | 0.09% | 198 |
|
|
2013
Q3 | $179K | Buy |
+5,353
| New | +$179K | 0.07% | 218 |
|