SHA
LM
Smith Hayes Advisers’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,700
| Closed | -$603K | – | 327 |
|
|
2015
Q2 | $603K | Sell |
11,700
-1,200
| -9% | -$61.8K | 0.12% | 181 |
|
|
2015
Q1 | $712K | Buy |
12,900
+2,200
| +21% | +$121K | 0.14% | 170 |
|
|
2014
Q4 | $571K | Hold |
10,700
| – | – | 0.12% | 191 |
|
|
2014
Q3 | $547K | Hold |
10,700
| – | – | 0.13% | 184 |
|
|
2014
Q2 | $549K | Hold |
10,700
| – | – | 0.13% | 178 |
|
|
2014
Q1 | $525K | Buy |
+10,700
| New | +$525K | 0.13% | 178 |
|