LFR
Lehman Financial Resources’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $285K | Hold |
3,750
| – | – | 0.13% | 70 |
|
|
2018
Q2 | $292K | Hold |
3,750
| – | – | 0.15% | 63 |
|
|
2018
Q1 | $292K | Buy |
3,750
+250
| +7% | +$19.5K | 0.15% | 62 |
|
|
2017
Q4 | $297K | Hold |
3,500
| – | – | 0.15% | 60 |
|
|
2017
Q3 | $282K | Sell |
3,500
-34
| -1% | -$2.74K | 0.14% | 56 |
|
|
2017
Q2 | $285K | Hold |
3,534
| – | – | 0.16% | 51 |
|
|
2017
Q1 | $274K | Buy |
3,534
+34
| +1% | +$2.64K | 0.15% | 50 |
|
|
2016
Q4 | $257K | Hold |
3,500
| – | – | 0.15% | 50 |
|
|
2016
Q3 | $263K | Sell |
3,500
-300
| -8% | -$22.5K | 0.15% | 47 |
|
|
2016
Q2 | $305K | Sell |
3,800
-700
| -16% | -$56.2K | 0.15% | 48 |
|
|
2016
Q1 | $344K | Hold |
4,500
| – | – | 0.18% | 46 |
|
|
2015
Q4 | $289K | Hold |
4,500
| – | – | 0.16% | 48 |
|
|
2015
Q3 | $300K | Sell |
4,500
-52
| -1% | -$3.47K | 0.15% | 50 |
|
|
2015
Q2 | $263K | Buy |
4,552
+52
| +1% | +$3K | 0.13% | 51 |
|
|
2015
Q1 | $275K | Sell |
4,500
-250
| -5% | -$15.3K | 0.13% | 52 |
|
|
2014
Q4 | $314K | Hold |
4,750
| – | – | 0.15% | 52 |
|
|
2014
Q3 | $269K | Hold |
4,750
| – | – | 0.14% | 54 |
|
|
2014
Q2 | $274K | Hold |
4,750
| – | – | 0.13% | 54 |
|
|
2014
Q1 | $255K | Buy |
4,750
+200
| +4% | +$10.7K | 0.13% | 53 |
|
|
2013
Q4 | $252K | Buy |
4,550
+550
| +14% | +$30.5K | 0.16% | 52 |
|
|
2013
Q3 | $221K | Sell |
4,000
-1,000
| -20% | -$55.3K | 0.14% | 55 |
|
|
2013
Q2 | $292K | Buy |
+5,000
| New | +$292K | 0.2% | 44 |
|