Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-991
| Closed | -$27K | – | 2451 |
|
|
2019
Q1 | $27K | Sell |
991
-246
| -20% | -$6.7K | ﹤0.01% | 1162 |
|
|
2018
Q4 | $32K | Sell |
1,237
-1,963
| -61% | -$50.8K | ﹤0.01% | 1035 |
|
|
2018
Q3 | $100K | Sell |
3,200
-273
| -8% | -$8.53K | 0.01% | 687 |
|
|
2018
Q2 | $121K | Buy |
3,473
+133
| +4% | +$4.63K | 0.01% | 627 |
|
|
2018
Q1 | $136K | Buy |
3,340
+527
| +19% | +$21.5K | 0.01% | 591 |
|
|
2017
Q4 | $118K | Sell |
2,813
-449
| -14% | -$18.8K | 0.01% | 651 |
|
|
2017
Q3 | $128K | Buy |
3,262
+710
| +28% | +$27.9K | 0.01% | 617 |
|
|
2017
Q2 | $97K | Buy |
2,552
+2,043
| +401% | +$77.7K | 0.01% | 707 |
|
|
2017
Q1 | $18K | Buy |
509
+120
| +31% | +$4.24K | ﹤0.01% | 1131 |
|
|
2016
Q4 | $12K | Buy |
389
+29
| +8% | +$895 | ﹤0.01% | 1177 |
|
|
2016
Q3 | $12K | Buy |
360
+6
| +2% | +$200 | ﹤0.01% | 1214 |
|
|
2016
Q2 | $10K | Hold |
354
| – | – | ﹤0.01% | 1215 |
|
|
2016
Q1 | $12K | Buy |
354
+25
| +8% | +$847 | ﹤0.01% | 1147 |
|
|
2015
Q4 | $13K | Buy |
+329
| New | +$13K | ﹤0.01% | 1128 |
|