Paragon Capital Management (Colorado)’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
Q4 | – | Sell |
-6,799
| Closed | -$212K | – | 265 |
|
|
2018
Q3 | $212K | Buy |
6,799
+2
| +0% | +$62 | 0.18% | 192 |
|
|
2018
Q2 | $236K | Hold |
6,797
| – | – | 0.21% | 177 |
|
|
2018
Q1 | $276K | Sell |
6,797
-888
| -12% | -$36.1K | 0.12% | 118 |
|
|
2017
Q4 | $323K | Hold |
7,685
| – | – | 0.13% | 83 |
|
|
2017
Q3 | $302K | Buy |
7,685
+197
| +3% | +$7.74K | 0.12% | 98 |
|
|
2017
Q2 | $286K | Buy |
+7,488
| New | +$286K | 0.13% | 82 |
|