Seven Eight 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
Q3 | – | Sell |
-4,851
| Closed | -$241K | – | 693 |
|
|
2020
Q2 | $241K | Buy |
+4,851
| New | +$241K | 0.18% | 238 |
|
|
2017
Q3 | – | Sell |
-7,379
| Closed | -$282K | – | 676 |
|
|
2017
Q2 | $282K | Buy |
+7,379
| New | +$282K | 0.04% | 360 |
|
|
2016
Q3 | – | Sell |
-1,379
| Closed | -$41K | – | 609 |
|
|
2016
Q2 | $41K | Sell |
1,379
-3,800
| -73% | -$113K | 0.01% | 463 |
|
|
2016
Q1 | $180K | Buy |
+5,179
| New | +$180K | 0.08% | 324 |
|
|
2015
Q2 | – | Sell |
-179
| Closed | -$10K | – | 715 |
|
|
2015
Q1 | $10K | Sell |
179
-1,700
| -90% | -$95K | 0.02% | 400 |
|
|
2014
Q4 | $100K | Buy |
1,879
+79
| +4% | +$4.2K | 0.17% | 188 |
|
|
2014
Q3 | $92.1K | Buy |
+1,800
| New | +$92.1K | 0.07% | 339 |
|
|
2014
Q1 | – | Sell |
-5,300
| Closed | -$230K | – | 557 |
|
|
2013
Q4 | $230K | Buy |
+5,300
| New | +$230K | 0.26% | 125 |
|