Pathstone Family Office’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-37
| Closed | -$1K | – | 692 |
|
|
2017
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 550 |
|
|
2015
Q2 | – | Sell |
-161
| Closed | -$9K | – | 142 |
|
|
2015
Q1 | $9K | Sell |
161
-11
| -6% | -$615 | 0.01% | 93 |
|
|
2014
Q4 | $9K | Sell |
172
-116
| -40% | -$6.07K | 0.03% | 79 |
|
|
2014
Q3 | $15K | Sell |
288
-108
| -27% | -$5.63K | 0.05% | 175 |
|
|
2014
Q2 | $20K | Hold |
396
| – | – | 0.06% | 60 |
|
|
2014
Q1 | $19K | Hold |
396
| – | – | 0.05% | 62 |
|
|
2013
Q4 | $17K | Buy |
+396
| New | +$17K | 0.04% | 107 |
|