LFR
Lehman Financial Resources’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $554K | Buy |
4,850
+1,300
| +37% | +$148K | 0.26% | 52 |
|
|
2018
Q2 | $350K | Hold |
3,550
| – | – | 0.18% | 59 |
|
|
2018
Q1 | $324K | Sell |
3,550
-200
| -5% | -$18.3K | 0.17% | 58 |
|
|
2017
Q4 | $320K | Buy |
3,750
+590
| +19% | +$50.3K | 0.17% | 58 |
|
|
2017
Q3 | $235K | Hold |
3,160
| – | – | 0.12% | 62 |
|
|
2017
Q2 | $216K | Hold |
3,160
| – | – | 0.12% | 57 |
|
|
2017
Q1 | $208K | Buy |
+3,160
| New | +$208K | 0.12% | 57 |
|
|
2015
Q4 | – | Sell |
-1,803
| Closed | -$79K | – | 234 |
|
|
2015
Q3 | $79K | Sell |
1,803
-500
| -22% | -$21.9K | 0.04% | 110 |
|
|
2015
Q2 | $101K | Sell |
2,303
-20,172
| -90% | -$885K | 0.05% | 98 |
|
|
2015
Q1 | $914K | Buy |
22,475
+802
| +4% | +$32.6K | 0.42% | 34 |
|
|
2014
Q4 | $1.01M | Sell |
21,673
-521
| -2% | -$24.2K | 0.49% | 34 |
|
|
2014
Q3 | $1.03M | Hold |
22,194
| – | – | 0.54% | 33 |
|
|
2014
Q2 | $925K | Sell |
22,194
-100
| -0.4% | -$4.17K | 0.44% | 38 |
|
|
2014
Q1 | $914K | Sell |
22,294
-798
| -3% | -$32.7K | 0.47% | 35 |
|
|
2013
Q4 | $864K | Buy |
23,092
+2,982
| +15% | +$112K | 0.53% | 34 |
|
|
2013
Q3 | $669K | Sell |
20,110
-111,536
| -85% | -$3.71M | 0.43% | 38 |
|
|
2013
Q2 | $4.55M | Buy |
+131,646
| New | +$4.55M | 3.08% | 4 |
|