Wealthfront’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
Q4 | – | Sell |
-891
| Closed | -$37K | – | 1200 |
|
|
2015
Q3 | $37K | Sell |
891
-3,063
| -77% | -$127K | ﹤0.01% | 570 |
|
|
2015
Q2 | $204K | Sell |
3,954
-695
| -15% | -$35.9K | 0.01% | 261 |
|
|
2015
Q1 | $257K | Buy |
4,649
+611
| +15% | +$33.8K | 0.01% | 197 |
|
|
2014
Q4 | $216K | Buy |
4,038
+1,966
| +95% | +$105K | 0.01% | 195 |
|
|
2014
Q3 | $106K | Buy |
2,072
+214
| +12% | +$10.9K | 0.01% | 279 |
|
|
2014
Q2 | $96K | Buy |
1,858
+648
| +54% | +$33.5K | 0.01% | 233 |
|
|
2014
Q1 | $59K | Buy |
+1,210
| New | +$59K | 0.01% | 226 |
|