Lehman Financial Resources’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-600
| Closed | -$54K | – | 220 |
|
|
2015
Q3 | $54K | Hold |
600
| – | – | 0.03% | 141 |
|
|
2015
Q2 | $56K | Sell |
600
-200
| -25% | -$18.7K | 0.03% | 142 |
|
|
2015
Q1 | $69K | Hold |
800
| – | – | 0.03% | 132 |
|
|
2014
Q4 | $69K | Buy |
800
+100
| +14% | +$8.63K | 0.03% | 118 |
|
|
2014
Q3 | $52K | Hold |
700
| – | – | 0.03% | 137 |
|
|
2014
Q2 | $51K | Hold |
700
| – | – | 0.02% | 141 |
|
|
2014
Q1 | $52K | Buy |
+700
| New | +$52K | 0.03% | 132 |
|