Trust Company of Vermont’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
Q3
Sell
-800
Closed -$40K 803
2020
Q2
$40K Hold
800
﹤0.01% 462
2020
Q1
$39K Hold
800
﹤0.01% 469
2019
Q4
$29K Hold
800
﹤0.01% 553
2019
Q3
$31K Hold
800
﹤0.01% 555
2019
Q2
$31K Buy
+800
New +$31K ﹤0.01% 555
2018
Q3
Sell
-1,000
Closed -$35K 1119
2018
Q2
$35K Hold
1,000
﹤0.01% 585
2018
Q1
$41K Hold
1,000
﹤0.01% 540
2017
Q4
$42K Hold
1,000
﹤0.01% 544
2017
Q3
$39K Hold
1,000
﹤0.01% 535
2017
Q2
$38K Hold
1,000
﹤0.01% 552
2017
Q1
$36K Hold
1,000
﹤0.01% 524
2016
Q4
$30K Hold
1,000
﹤0.01% 551
2016
Q3
$33K Hold
1,000
﹤0.01% 492
2016
Q2
$29K Sell
1,000
-250
-20% -$7.25K ﹤0.01% 456
2016
Q1
$43K Hold
1,250
0.01% 409
2015
Q4
$49K Hold
1,250
0.01% 396
2015
Q3
$52K Hold
1,250
0.01% 391
2015
Q2
$64K Hold
1,250
0.01% 366
2015
Q1
$69K Hold
1,250
0.01% 357
2014
Q4
$67K Hold
1,250
0.01% 356
2014
Q3
$64K Hold
1,250
0.01% 357
2014
Q2
$64K Sell
1,250
-50
-4% -$2.56K 0.01% 346
2014
Q1
$64K Hold
1,300
0.01% 341
2013
Q4
$57K Hold
1,300
0.01% 337
2013
Q3
$43K Hold
1,300
0.01% 364
2013
Q2
$40K Buy
+1,300
New +$40K 0.01% 364