Piedmont 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-6,164
| Closed | -$301K | – | 790 |
|
2020
Q1 | $301K | Hold |
6,164
| – | – | 0.01% | 604 |
|
2019
Q4 | $221K | Sell |
6,164
-1,115
| -15% | -$40K | 0.01% | 866 |
|
2019
Q3 | $278K | Sell |
7,279
-1,099
| -13% | -$42K | 0.01% | 763 |
|
2019
Q2 | $321K | Buy |
+8,378
| New | +$321K | 0.01% | 743 |
|
2018
Q3 | – | Sell |
-33
| Closed | -$1K | – | 2724 |
|
2018
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 2856 |
|
2017
Q1 | – | Sell |
-5
| Closed | -$149 | – | 676 |
|
2016
Q4 | $149 | Hold |
5
| – | – | ﹤0.01% | 674 |
|
2016
Q3 | $167 | Hold |
5
| – | – | ﹤0.01% | 617 |
|
2016
Q2 | $147 | Buy |
+5
| New | +$147 | ﹤0.01% | 593 |
|