LFR
Lehman Financial Resources’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.55M | Buy |
6,884
+1,750
| +34% | +$395K | 0.73% | 28 |
|
|
2018
Q2 | $950K | Sell |
5,134
-225
| -4% | -$41.6K | 0.48% | 34 |
|
|
2018
Q1 | $899K | Sell |
5,359
-3,680
| -41% | -$617K | 0.46% | 36 |
|
|
2017
Q4 | $1.53M | Buy |
9,039
+1
| +0% | +$169 | 0.79% | 26 |
|
|
2017
Q3 | $1.39M | Sell |
9,038
-200
| -2% | -$30.8K | 0.71% | 29 |
|
|
2017
Q2 | $1.33M | Buy |
9,238
+15
| +0.2% | +$2.16K | 0.75% | 26 |
|
|
2017
Q1 | $1.33M | Sell |
9,223
-294
| -3% | -$42.2K | 0.73% | 26 |
|
|
2016
Q4 | $1.1M | Buy |
9,517
+3,880
| +69% | +$449K | 0.63% | 29 |
|
|
2016
Q3 | $637K | Buy |
5,637
+101
| +2% | +$11.4K | 0.37% | 35 |
|
|
2016
Q2 | $529K | Buy |
5,536
+517
| +10% | +$49.4K | 0.27% | 39 |
|
|
2016
Q1 | $547K | Hold |
5,019
| – | – | 0.29% | 42 |
|
|
2015
Q4 | $528K | Buy |
5,019
+925
| +23% | +$97.3K | 0.28% | 36 |
|
|
2015
Q3 | $451K | Buy |
4,094
+8
| +0.2% | +$881 | 0.23% | 43 |
|
|
2015
Q2 | $512K | Buy |
4,086
+442
| +12% | +$55.4K | 0.25% | 41 |
|
|
2015
Q1 | $453K | Buy |
3,644
+450
| +14% | +$55.9K | 0.21% | 47 |
|
|
2014
Q4 | $353K | Sell |
3,194
-170
| -5% | -$18.8K | 0.17% | 50 |
|
|
2014
Q3 | $339K | Buy |
3,364
+443
| +15% | +$44.6K | 0.18% | 47 |
|
|
2014
Q2 | $271K | Buy |
2,921
+2,408
| +469% | +$223K | 0.13% | 55 |
|
|
2014
Q1 | $275K | Buy |
513
+100
| +24% | +$53.6K | 0.14% | 50 |
|
|
2013
Q4 | $232K | Sell |
413
-4,893
| -92% | -$2.75M | 0.14% | 54 |
|
|
2013
Q3 | $2.53M | Hold |
5,306
| – | – | 1.62% | 21 |
|
|
2013
Q2 | $2.1M | Buy |
+5,306
| New | +$2.1M | 1.42% | 23 |
|