Yorktown Management & Research Company’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,900
| Closed | -$212K | – | 338 |
|
|
2019
Q4 | $212K | Hold |
5,900
| – | – | 0.11% | 270 |
|
|
2019
Q3 | $225K | Hold |
5,900
| – | – | 0.12% | 261 |
|
|
2019
Q2 | $226K | Buy |
+5,900
| New | +$226K | 0.09% | 266 |
|
|
2018
Q2 | – | Sell |
-5,000
| Closed | -$203K | – | 412 |
|
|
2018
Q1 | $203K | Hold |
5,000
| – | – | 0.06% | 355 |
|
|
2017
Q4 | $210K | Sell |
5,000
-1,000
| -17% | -$42K | 0.06% | 361 |
|
|
2017
Q3 | $236K | Hold |
6,000
| – | – | 0.06% | 336 |
|
|
2017
Q2 | $229K | Hold |
6,000
| – | – | 0.07% | 263 |
|
|
2017
Q1 | $217K | Buy |
+6,000
| New | +$217K | 0.06% | 308 |
|
|
2016
Q4 | – | Sell |
-6,000
| Closed | -$201K | – | 411 |
|
|
2016
Q3 | $201K | Buy |
+6,000
| New | +$201K | 0.04% | 277 |
|