LFR
Lehman Financial Resources’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $211K | Buy |
+1,870
| New | +$211K | 0.1% | 94 |
|
|
2015
Q4 | – | Sell |
-1,207
| Closed | -$73K | – | 202 |
|
|
2015
Q3 | $73K | Buy |
1,207
+357
| +42% | +$21.6K | 0.04% | 117 |
|
|
2015
Q2 | $57K | Hold |
850
| – | – | 0.03% | 139 |
|
|
2015
Q1 | $51K | Sell |
850
-4,650
| -85% | -$279K | 0.02% | 157 |
|
|
2014
Q4 | $344K | Sell |
5,500
-350
| -6% | -$21.9K | 0.17% | 51 |
|
|
2014
Q3 | $352K | Hold |
5,850
| – | – | 0.18% | 46 |
|
|
2014
Q2 | $337K | Buy |
5,850
+300
| +5% | +$17.3K | 0.16% | 48 |
|
|
2014
Q1 | $337K | Buy |
5,550
+550
| +11% | +$33.4K | 0.17% | 46 |
|
|
2013
Q4 | $292K | Hold |
5,000
| – | – | 0.18% | 48 |
|
|
2013
Q3 | $258K | Hold |
5,000
| – | – | 0.17% | 50 |
|
|
2013
Q2 | $264K | Buy |
+5,000
| New | +$264K | 0.18% | 45 |
|