Lehman Financial Resources’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$63K | – | 321 |
|
|
2015
Q3 | $63K | Sell |
2,000
-300
| -13% | -$9.45K | 0.03% | 128 |
|
|
2015
Q2 | $93K | Hold |
2,300
| – | – | 0.05% | 111 |
|
|
2015
Q1 | $98K | Buy |
2,300
+500
| +28% | +$21.3K | 0.05% | 109 |
|
|
2014
Q4 | $88K | Buy |
1,800
+500
| +38% | +$24.4K | 0.04% | 105 |
|
|
2014
Q3 | $67K | Buy |
1,300
+1,000
| +333% | +$51.5K | 0.04% | 113 |
|
|
2014
Q2 | $14K | Hold |
300
| – | – | 0.01% | 268 |
|
|
2014
Q1 | $14K | Hold |
300
| – | – | 0.01% | 262 |
|
|
2013
Q4 | $14K | Hold |
300
| – | – | 0.01% | 252 |
|
|
2013
Q3 | $13K | Hold |
300
| – | – | 0.01% | 242 |
|
|
2013
Q2 | $13K | Buy |
+300
| New | +$13K | 0.01% | 214 |
|