Veritable’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15,065
| Closed | -$832K | – | 900 |
|
|
2015
Q1 | $832K | Buy |
15,065
+47
| +0.3% | +$2.6K | 0.02% | 452 |
|
|
2014
Q4 | $801K | Buy |
15,018
+62
| +0.4% | +$3.31K | 0.02% | 464 |
|
|
2014
Q3 | $765K | Buy |
14,956
+2,040
| +16% | +$104K | 0.02% | 478 |
|
|
2014
Q2 | $663K | Sell |
12,916
-107
| -0.8% | -$5.49K | 0.01% | 518 |
|
|
2014
Q1 | $639K | Buy |
13,023
+37
| +0.3% | +$1.82K | 0.01% | 508 |
|
|
2013
Q4 | $565K | Sell |
12,986
-5,027
| -28% | -$219K | 0.01% | 541 |
|
|
2013
Q3 | $602K | Buy |
18,013
+50
| +0.3% | +$1.67K | 0.01% | 512 |
|
|
2013
Q2 | $557K | Buy |
+17,963
| New | +$557K | 0.01% | 531 |
|