Roundview Capital’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
Q1 | – | Sell |
-42,356
| Closed | -$1.52M | – | 239 |
|
|
2019
Q4 | $1.52M | Sell |
42,356
-119
| -0.3% | -$4.27K | 0.29% | 104 |
|
|
2019
Q3 | $1.62M | Buy |
42,475
+505
| +1% | +$19.3K | 0.35% | 84 |
|
|
2019
Q2 | $1.61M | Buy |
41,970
+180
| +0.4% | +$6.89K | 0.36% | 82 |
|
|
2019
Q1 | $1.14M | Buy |
41,790
+14,625
| +54% | +$400K | 0.27% | 100 |
|
|
2018
Q4 | $693K | Buy |
27,165
+610
| +2% | +$15.6K | 0.19% | 129 |
|
|
2018
Q3 | $829K | Buy |
+26,555
| New | +$829K | 0.2% | 131 |
|
|
2014
Q2 | – | Sell |
-9,753
| Closed | -$478K | – | 151 |
|
|
2014
Q1 | $478K | Buy |
+9,753
| New | +$478K | 0.23% | 96 |
|