Lehman Financial Resources’s Pembina Pipeline PBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,700
| Closed | -$40K | – | 258 |
|
|
2015
Q3 | $40K | Hold |
1,700
| – | – | 0.02% | 171 |
|
|
2015
Q2 | $54K | Hold |
1,700
| – | – | 0.03% | 145 |
|
|
2015
Q1 | $54K | Hold |
1,700
| – | – | 0.02% | 151 |
|
|
2014
Q4 | $62K | Hold |
1,700
| – | – | 0.03% | 125 |
|
|
2014
Q3 | $72K | Hold |
1,700
| – | – | 0.04% | 112 |
|
|
2014
Q2 | $73K | Hold |
1,700
| – | – | 0.03% | 111 |
|
|
2014
Q1 | $65K | Hold |
1,700
| – | – | 0.03% | 119 |
|
|
2013
Q4 | $60K | Hold |
1,700
| – | – | 0.04% | 107 |
|
|
2013
Q3 | $56K | Hold |
1,700
| – | – | 0.04% | 105 |
|
|
2013
Q2 | $52K | Buy |
+1,700
| New | +$52K | 0.04% | 98 |
|