SignatureFD’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 |
-1,827
| Closed | -$91K | – | 2821 |
|
2020
Q2 | $91K | Buy |
1,827
+226
| +14% | +$11.3K | 0.01% | 722 |
|
2020
Q1 | $78K | Buy |
1,601
+96
| +6% | +$4.68K | 0.01% | 731 |
|
2019
Q4 | $54K | Hold |
1,505
| – | – | ﹤0.01% | 947 |
|
2019
Q3 | $57K | Hold |
1,505
| – | – | ﹤0.01% | 868 |
|
2019
Q2 | $58K | Sell |
1,505
-311
| -17% | -$12K | 0.01% | 849 |
|
2019
Q1 | $50K | Sell |
1,816
-176
| -9% | -$4.85K | ﹤0.01% | 885 |
|
2018
Q4 | $51K | Buy |
1,992
+1,286
| +182% | +$32.9K | ﹤0.01% | 838 |
|
2018
Q3 | $22K | Sell |
706
-363
| -34% | -$11.3K | ﹤0.01% | 1149 |
|
2018
Q2 | $37K | Sell |
1,069
-99
| -8% | -$3.43K | ﹤0.01% | 970 |
|
2018
Q1 | $47K | Buy |
+1,168
| New | +$47K | 0.01% | 768 |
|
2016
Q4 | – | Sell |
-1,342
| Closed | -$45K | – | 1412 |
|
2016
Q3 | $45K | Buy |
1,342
+836
| +165% | +$28K | 0.01% | 566 |
|
2016
Q2 | $15K | Buy |
506
+100
| +25% | +$2.96K | ﹤0.01% | 818 |
|
2016
Q1 | $14K | Buy |
406
+245
| +152% | +$8.45K | ﹤0.01% | 761 |
|
2015
Q4 | $6K | Buy |
161
+104
| +182% | +$3.88K | ﹤0.01% | 864 |
|
2015
Q3 | $2K | Sell |
57
-8
| -12% | -$281 | ﹤0.01% | 1075 |
|
2015
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 854 |
|
2015
Q1 | $4K | Buy |
65
+45
| +225% | +$2.77K | ﹤0.01% | 709 |
|
2014
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 820 |
|
2014
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 661 |
|