Winfield Associates’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-85
| Closed | -$4K | – | 756 |
|
|
2017
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 572 |
|
|
2017
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 582 |
|
|
2017
Q2 | $3K | Buy |
85
+15
| +21% | +$529 | ﹤0.01% | 653 |
|
|
2017
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 559 |
|
|
2016
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 582 |
|