Lehman Financial Resources’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-200
| Closed | -$10K | – | 260 |
|
2015
Q3 | $10K | Hold |
200
| – | – | 0.01% | 309 |
|
2015
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 322 |
|
2015
Q1 | $11K | Buy |
+200
| New | +$11K | 0.01% | 310 |
|
2014
Q4 | – | Sell |
-200
| Closed | -$9K | – | 423 |
|
2014
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 311 |
|