Lehman Financial Resources’s Alcoa AA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,203
| Closed | -$93K | – | 57 |
|
|
2016
Q2 | $93K | Hold |
4,203
| – | – | 0.05% | 59 |
|
|
2016
Q1 | $96K | Buy |
+4,203
| New | +$96K | 0.05% | 60 |
|
|
2015
Q4 | – | Sell |
-874
| Closed | -$20K | – | 60 |
|
|
2015
Q3 | $20K | Buy |
874
+832
| +1,981% | +$19K | 0.01% | 245 |
|
|
2015
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 395 |
|
|
2015
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 393 |
|
|
2014
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 368 |
|
|
2014
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 380 |
|
|
2014
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 379 |
|
|
2014
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 388 |
|
|
2013
Q4 | $1K | Hold |
42
| – | – | ﹤0.01% | 373 |
|
|
2013
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 364 |
|
|
2013
Q2 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 332 |
|