Proficio Capital Partners’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-38
| Closed | -$1K | – | 1879 |
|
|
2019
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1898 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1822 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1313 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1334 |
|
|
2018
Q2 | – | Sell |
-114
| Closed | -$5K | – | 1365 |
|
|
2018
Q1 | $5K | Hold |
114
| – | – | ﹤0.01% | 1019 |
|
|
2017
Q4 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 993 |
|
|
2017
Q3 | – | Sell |
-441
| Closed | -$17K | – | 1354 |
|
|
2017
Q2 | $17K | Hold |
441
| – | – | 0.01% | 658 |
|
|
2017
Q1 | $17K | Buy |
+441
| New | +$17K | 0.01% | 671 |
|
|
2016
Q1 | – | Sell |
-18
| Closed | -$1K | – | 1209 |
|
|
2015
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 833 |
|