Lehman Financial Resources’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$39K | – | 92 |
|
|
2015
Q3 | $39K | Hold |
1,000
| – | – | 0.02% | 173 |
|
|
2015
Q2 | $41K | Hold |
1,000
| – | – | 0.02% | 172 |
|
|
2015
Q1 | $40K | Hold |
1,000
| – | – | 0.02% | 178 |
|
|
2014
Q4 | $41K | Hold |
1,000
| – | – | 0.02% | 160 |
|
|
2014
Q3 | $39K | Hold |
1,000
| – | – | 0.02% | 170 |
|
|
2014
Q2 | $37K | Hold |
1,000
| – | – | 0.02% | 170 |
|
|
2014
Q1 | $35K | Hold |
1,000
| – | – | 0.02% | 164 |
|
|
2013
Q4 | $35K | Hold |
1,000
| – | – | 0.02% | 158 |
|
|
2013
Q3 | $30K | Hold |
1,000
| – | – | 0.02% | 162 |
|
|
2013
Q2 | $28K | Buy |
+1,000
| New | +$28K | 0.02% | 145 |
|