U.S. Global Investors (USGI)’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,763
| Closed | -$425 | – | 195 |
|
|
2017
Q1 | $425 | Sell |
11,763
-1,837
| -14% | -$66 | ﹤0.01% | 97 |
|
|
2016
Q4 | $407K | Buy |
+13,600
| New | +$407K | 0.17% | 103 |
|
|
2014
Q2 | – | Sell |
-5,800
| Closed | -$284K | – | 330 |
|
|
2014
Q1 | $284K | Hold |
5,800
| – | – | 0.05% | 154 |
|
|
2013
Q4 | $252K | Hold |
5,800
| – | – | 0.05% | 166 |
|
|
2013
Q3 | $194K | Hold |
5,800
| – | – | 0.03% | 178 |
|
|
2013
Q2 | $180K | Buy |
+5,800
| New | +$180K | 0.03% | 187 |
|