PWAG
LM

Polaris Wealth Advisory Group’s Legg Mason, Inc. LM Stock Holding History

Polaris Wealth Advisory Group’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-9,210
Closed -$473K – 82
2014
Q2 		$473K Buy
9,210
+390
+4% +$20K 0.11% 55
2014
Q1 		$433K Buy
+8,820
New +$433K 0.1% 56