Lehman Financial Resources’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$211K Buy
2015
Q4
Sell
2015
Q3
$73K Buy
2015
Q2
$57K Hold
2015
Q1
$51K Sell
2014
Q4
$344K Sell
2014
Q3
$352K Hold
2014
Q2
$337K Buy
2014
Q1
$337K Buy
2013
Q4
$292K Hold
2013
Q3
$258K Hold
2013
Q2
$264K Buy