Whitener Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,533
| Closed | -$58K | – | 495 |
|
|
2019
Q3 | $58K | Sell |
1,533
-279
| -15% | -$10.6K | 0.03% | 210 |
|
|
2019
Q2 | $69K | Sell |
1,812
-359
| -17% | -$13.7K | 0.04% | 195 |
|
|
2019
Q1 | $59K | Buy |
2,171
+290
| +15% | +$7.88K | 0.04% | 202 |
|
|
2018
Q4 | $47K | Sell |
1,881
-544
| -22% | -$13.6K | 0.03% | 197 |
|
|
2018
Q3 | $75K | Buy |
+2,425
| New | +$75K | 0.05% | 165 |
|