Transamerica Financial Advisors’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 |
-31
| Closed | -$2K | – | 535 |
|
|
2020
Q1 | $2K | Buy |
31
+3
| +11% | +$194 | 0.04% | 66 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | 0.03% | 83 |
|
|
2019
Q3 | $2K | Buy |
+28
| New | +$2K | 0.03% | 81 |
|
|
2019
Q2 | – | Sell |
-34
| Closed | -$1K | – | 578 |
|
|
2019
Q1 | $1K | Buy |
34
+1
| +3% | +$29 | 0.01% | 96 |
|
|
2018
Q4 | $1K | Buy |
33
+5
| +18% | +$152 | ﹤0.01% | 511 |
|
|
2018
Q3 | $1K | Buy |
28
+4
| +17% | +$143 | ﹤0.01% | 505 |
|
|
2018
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 497 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 448 |
|
|
2017
Q4 | $1K | Buy |
24
+1
| +4% | +$42 | ﹤0.01% | 425 |
|
|
2017
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 412 |
|
|
2017
Q2 | $1K | Sell |
23
-5
| -18% | -$217 | ﹤0.01% | 390 |
|
|
2017
Q1 | $1K | Buy |
28
+5
| +22% | +$179 | ﹤0.01% | 383 |
|
|
2016
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 416 |
|
|
2016
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 413 |
|
|
2016
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 382 |
|
|
2016
Q1 | – | Sell |
-18
| Closed | -$1K | – | 870 |
|
|
2015
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 802 |
|
|
2015
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 811 |
|
|
2015
Q2 | – | Sell |
-15
| Closed | -$1K | – | 945 |
|
|
2015
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 874 |
|