SFWA
LM

Summit Financial Wealth Advisors’s Legg Mason, Inc. LM Stock Holding History

Summit Financial Wealth Advisors’s Portfolio LM Stock Details LM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-611
Closed -$25K – 232
2015
Q3 		$25K Hold
611
– – 0.02% 150
2015
Q2 		$31K Hold
611
– – 0.02% 175
2015
Q1 		$33K Hold
611
– – 0.02% 140
2014
Q4 		$33K Buy
+611
New +$33K 0.02% 137