Velanne Asset Management’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 |
-214,837
| Closed | -$7.72M | – | 24 |
|
2019
Q4 | $7.72M | Buy |
214,837
+102
| +0% | +$3.66K | 4.55% | 10 |
|
2019
Q3 | $8.2M | Buy |
214,735
+10,642
| +5% | +$406K | 5.25% | 7 |
|
2019
Q2 | $7.81M | Buy |
204,093
+3,264
| +2% | +$125K | 4.97% | 8 |
|
2019
Q1 | $5.5M | Buy |
200,829
+7,908
| +4% | +$216K | 3.8% | 17 |
|
2018
Q4 | $4.92M | Buy |
+192,921
| New | +$4.92M | 3.93% | 16 |
|