LFR
Lehman Financial Resources’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-238
| Closed | -$18K | – | 271 |
|
|
2015
Q3 | $18K | Buy |
238
+38
| +19% | +$2.87K | 0.01% | 261 |
|
|
2015
Q2 | $16K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2015
Q1 | $16K | Hold |
200
| – | – | 0.01% | 271 |
|
|
2014
Q4 | $14K | Sell |
200
-122
| -38% | -$8.54K | 0.01% | 273 |
|
|
2014
Q3 | $26K | Hold |
322
| – | – | 0.01% | 206 |
|
|
2014
Q2 | $26K | Sell |
322
-2,000
| -86% | -$161K | 0.01% | 203 |
|
|
2014
Q1 | $179K | Hold |
2,322
| – | – | 0.09% | 59 |
|
|
2013
Q4 | $179K | Hold |
2,322
| – | – | 0.11% | 59 |
|
|
2013
Q3 | $134K | Hold |
2,322
| – | – | 0.09% | 64 |
|
|
2013
Q2 | $137K | Buy |
+2,322
| New | +$137K | 0.09% | 58 |
|