SWM
LM
SeaCrest Wealth Management’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-26,225
| Closed | -$1.31M | – | 625 |
|
|
2020
Q2 | $1.31M | Hold |
26,225
| – | – | 0.23% | 96 |
|
|
2020
Q1 | $1.28M | Sell |
26,225
-290
| -1% | -$14.2K | 0.28% | 80 |
|
|
2019
Q4 | $952K | Hold |
26,515
| – | – | 0.16% | 150 |
|
|
2019
Q3 | $1.01M | Hold |
26,515
| – | – | 0.19% | 133 |
|
|
2019
Q2 | $1.02M | Sell |
26,515
-90
| -0.3% | -$3.45K | 0.21% | 115 |
|
|
2019
Q1 | $728K | Buy |
26,605
+380
| +1% | +$10.4K | 0.12% | 167 |
|
|
2018
Q4 | $669K | Hold |
26,225
| – | – | 0.14% | 163 |
|
|
2018
Q3 | $819K | Hold |
26,225
| – | – | 0.14% | 150 |
|
|
2018
Q2 | $911K | Hold |
26,225
| – | – | 0.16% | 119 |
|
|
2018
Q1 | $1.07M | Sell |
26,225
-375
| -1% | -$15.2K | 0.2% | 102 |
|
|
2017
Q4 | $1.12M | Buy |
+26,600
| New | +$1.12M | 0.2% | 97 |
|