SVB Wealth’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
Q2 | – | Sell |
-6,153
| Closed | -$301K | – | 692 |
|
|
2020
Q1 | $301K | Sell |
6,153
-5,033
| -45% | -$246K | 0.01% | 392 |
|
|
2019
Q4 | $402K | Sell |
11,186
-6,924
| -38% | -$249K | 0.01% | 455 |
|
|
2019
Q3 | $692K | Sell |
18,110
-1,307
| -7% | -$49.9K | 0.01% | 323 |
|
|
2019
Q2 | $743K | Sell |
19,417
-2,962
| -13% | -$113K | 0.03% | 324 |
|
|
2019
Q1 | $613K | Buy |
22,379
+1,823
| +9% | +$49.9K | 0.02% | 276 |
|
|
2018
Q4 | $524K | Sell |
20,556
-8,788
| -30% | -$224K | 0.02% | 285 |
|
|
2018
Q3 | $916K | Buy |
29,344
+1,049
| +4% | +$32.7K | 0.03% | 261 |
|
|
2018
Q2 | $983K | Sell |
28,295
-1,947
| -6% | -$67.6K | 0.04% | 252 |
|
|
2018
Q1 | $1.23M | Buy |
30,242
+4,663
| +18% | +$189K | 0.05% | 230 |
|
|
2017
Q4 | $1.07M | Buy |
+25,579
| New | +$1.07M | 0.04% | 251 |
|