Valeo 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
Q1 | – | Sell |
-130
| Closed | -$5K | – | 1932 |
|
|
2019
Q4 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 1300 |
|
|
2019
Q3 | – | Sell |
-130
| Closed | -$5K | – | 1712 |
|
|
2019
Q2 | $5K | Sell |
130
-5
| -4% | -$192 | ﹤0.01% | 1230 |
|
|
2019
Q1 | $4K | Buy |
135
+130
| +2,600% | +$3.85K | ﹤0.01% | 1254 |
|
|
2018
Q4 | $0 | Sell |
5
-47
| -90% | – | ﹤0.01% | 1832 |
|
|
2018
Q3 | $1K | Buy |
52
+5
| +11% | +$96 | ﹤0.01% | 1728 |
|
|
2018
Q2 | $2K | Buy |
47
+14
| +42% | +$596 | ﹤0.01% | 1398 |
|
|
2018
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1503 |
|