Lehman Financial Resources’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $340K | Buy |
+2,352
| New | +$340K | 0.16% | 64 |
|
|
2015
Q4 | – | Sell |
-535
| Closed | -$74K | – | 186 |
|
|
2015
Q3 | $74K | Buy |
535
+12
| +2% | +$1.66K | 0.04% | 116 |
|
|
2015
Q2 | $81K | Hold |
523
| – | – | 0.04% | 117 |
|
|
2015
Q1 | $80K | Buy |
523
+418
| +398% | +$63.9K | 0.04% | 114 |
|
|
2014
Q4 | $16K | Hold |
105
| – | – | 0.01% | 261 |
|
|
2014
Q3 | $19K | Hold |
105
| – | – | 0.01% | 245 |
|
|
2014
Q2 | $18K | Sell |
105
-89
| -46% | -$15.3K | 0.01% | 244 |
|
|
2014
Q1 | $36K | Buy |
194
+58
| +43% | +$10.8K | 0.02% | 162 |
|
|
2013
Q4 | $24K | Hold |
136
| – | – | 0.01% | 197 |
|
|
2013
Q3 | $24K | Sell |
136
-73
| -35% | -$12.9K | 0.02% | 185 |
|
|
2013
Q2 | $38K | Buy |
+209
| New | +$38K | 0.03% | 119 |
|