Pettyjohn Wood & White’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,990
| Closed | -$206K | – | 134 |
|
|
2015
Q2 | $206K | Sell |
3,990
-720
| -15% | -$37.2K | 0.09% | 126 |
|
|
2015
Q1 | $260K | Hold |
4,710
| – | – | 0.11% | 113 |
|
|
2014
Q4 | $251K | Sell |
4,710
-1,280
| -21% | -$68.2K | 0.1% | 110 |
|
|
2014
Q3 | $306K | Sell |
5,990
-2,650
| -31% | -$135K | 0.13% | 100 |
|
|
2014
Q2 | $443K | Hold |
8,640
| – | – | 0.19% | 93 |
|
|
2014
Q1 | $424K | Buy |
+8,640
| New | +$424K | 0.19% | 94 |
|