Lehman Financial Resources’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $713K | Buy |
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|
2018
Q2 | $622K | Hold |
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|
2018
Q1 | $562K | Sell |
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|
2017
Q4 | $991K | Hold |
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|
2017
Q3 | $915K | Sell |
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|
2017
Q2 | $868K | Hold |
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|
2017
Q1 | $817K | Hold |
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|
2016
Q4 | $717K | Buy |
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|
2016
Q3 | $417K | Hold |
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|
2016
Q2 | $374K | Sell |
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|
2016
Q1 | $397K | Hold |
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|
2015
Q4 | $403K | Buy |
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|
2015
Q3 | $48K | Buy |
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|
2015
Q2 | $26K | Hold |
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|
2015
Q1 | $26K | Hold |
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|
2014
Q4 | $26K | Hold |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $21K | Hold |
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|
2014
Q1 | $22K | Hold |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $19K | Hold |
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|
2013
Q2 | $18K | Buy |
|