Lehman Financial Resources’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-36,045
| Closed | -$3.5M | – | 62 |
|
|
2016
Q3 | $3.5M | Sell |
36,045
-150
| -0.4% | -$14.6K | 2.03% | 19 |
|
|
2016
Q2 | $3.68M | Sell |
36,195
-750
| -2% | -$76.3K | 1.85% | 16 |
|
|
2016
Q1 | $3.62M | Sell |
36,945
-1,850
| -5% | -$181K | 1.93% | 16 |
|
|
2015
Q4 | $3.41M | Buy |
38,795
+150
| +0.4% | +$13.2K | 1.84% | 17 |
|
|
2015
Q3 | $3.07M | Sell |
38,645
-1,452
| -4% | -$115K | 1.56% | 16 |
|
|
2015
Q2 | $3.21M | Sell |
40,097
-199
| -0.5% | -$16K | 1.56% | 15 |
|
|
2015
Q1 | $3.04M | Buy |
40,296
+1,001
| +3% | +$75.4K | 1.4% | 20 |
|
|
2014
Q4 | $3.2M | Sell |
39,295
-1,000
| -2% | -$81.5K | 1.57% | 16 |
|
|
2014
Q3 | $3.36M | Buy |
40,295
+1,200
| +3% | +$100K | 1.75% | 12 |
|
|
2014
Q2 | $3.3M | Buy |
39,095
+2,495
| +7% | +$210K | 1.57% | 13 |
|
|
2014
Q1 | $3M | Buy |
36,600
+250
| +0.7% | +$20.5K | 1.55% | 15 |
|
|
2013
Q4 | $3.17M | Buy |
+36,350
| New | +$3.17M | 1.96% | 13 |
|