LFR
Lehman Financial Resources’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-70
| Closed | -$7K | – | 201 |
|
|
2015
Q3 | $7K | Buy |
70
+25
| +56% | +$2.5K | ﹤0.01% | 339 |
|
|
2015
Q2 | $5K | Sell |
45
-240
| -84% | -$26.7K | ﹤0.01% | 356 |
|
|
2015
Q1 | $35K | Hold |
285
| – | – | 0.02% | 192 |
|
|
2014
Q4 | $34K | Buy |
285
+1
| +0.4% | +$119 | 0.02% | 180 |
|
|
2014
Q3 | $31K | Buy |
284
+2
| +0.7% | +$218 | 0.02% | 188 |
|
|
2014
Q2 | $34K | Hold |
282
| – | – | 0.02% | 179 |
|
|
2014
Q1 | $33K | Hold |
282
| – | – | 0.02% | 170 |
|
|
2013
Q4 | $33K | Buy |
282
+1
| +0.4% | +$117 | 0.02% | 166 |
|
|
2013
Q3 | $30K | Buy |
281
+2
| +0.7% | +$214 | 0.02% | 163 |
|
|
2013
Q2 | $27K | Buy |
+279
| New | +$27K | 0.02% | 146 |
|