WBI Investments’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,751
| Closed | -$372K | – | 268 |
|
|
2019
Q3 | $372K | Sell |
9,751
-175,962
| -95% | -$6.71M | 0.04% | 175 |
|
|
2019
Q2 | $7.11M | Buy |
185,713
+142,745
| +332% | +$5.46M | 0.62% | 28 |
|
|
2019
Q1 | $1.18M | Buy |
42,968
+9,376
| +28% | +$257K | 0.09% | 161 |
|
|
2018
Q4 | $857K | Sell |
33,592
-9,942
| -23% | -$254K | 0.1% | 61 |
|
|
2018
Q3 | $1.36M | Buy |
+43,534
| New | +$1.36M | 0.07% | 190 |
|
|
2018
Q2 | – | Sell |
-161,210
| Closed | -$6.55M | – | 323 |
|
|
2018
Q1 | $6.55M | Sell |
161,210
-240,065
| -60% | -$9.76M | 0.34% | 62 |
|
|
2017
Q4 | $16.8M | Sell |
401,275
-46,846
| -10% | -$1.97M | 0.78% | 33 |
|
|
2017
Q3 | $17.6M | Buy |
448,121
+404,761
| +933% | +$15.9M | 0.78% | 32 |
|
|
2017
Q2 | $1.65M | Buy |
+43,360
| New | +$1.65M | 0.07% | 178 |
|
|
2015
Q3 | – | Sell |
-76,520
| Closed | -$3.94M | – | 279 |
|
|
2015
Q2 | $3.94M | Buy |
+76,520
| New | +$3.94M | 0.1% | 150 |
|