SAM
LM
Solaris Asset Management’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-100
| Closed | -$5K | – | 232 |
|
|
2014
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 201 |
|
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 227 |
|
|
2013
Q3 | $3K | Sell |
100
-9,900
| -99% | -$297K | ﹤0.01% | 230 |
|
|
2013
Q2 | $310K | Buy |
+10,000
| New | +$310K | 0.25% | 95 |
|