LFR
Lehman Financial Resources’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $713K | Buy |
4,756
+56
| +1% | +$8.4K | 0.33% | 42 |
|
|
2018
Q2 | $622K | Hold |
4,700
| – | – | 0.31% | 44 |
|
|
2018
Q1 | $562K | Sell |
4,700
-4,000
| -46% | -$478K | 0.29% | 46 |
|
|
2017
Q4 | $991K | Hold |
8,700
| – | – | 0.51% | 33 |
|
|
2017
Q3 | $915K | Sell |
8,700
-500
| -5% | -$52.6K | 0.47% | 35 |
|
|
2017
Q2 | $868K | Hold |
9,200
| – | – | 0.49% | 33 |
|
|
2017
Q1 | $817K | Hold |
9,200
| – | – | 0.45% | 34 |
|
|
2016
Q4 | $717K | Buy |
9,200
+4,150
| +82% | +$323K | 0.41% | 34 |
|
|
2016
Q3 | $417K | Hold |
5,050
| – | – | 0.24% | 43 |
|
|
2016
Q2 | $374K | Sell |
5,050
-150
| -3% | -$11.1K | 0.19% | 42 |
|
|
2016
Q1 | $397K | Hold |
5,200
| – | – | 0.21% | 44 |
|
|
2015
Q4 | $403K | Buy |
5,200
+4,500
| +643% | +$349K | 0.22% | 39 |
|
|
2015
Q3 | $48K | Buy |
700
+300
| +75% | +$20.6K | 0.02% | 148 |
|
|
2015
Q2 | $26K | Hold |
400
| – | – | 0.01% | 228 |
|
|
2015
Q1 | $26K | Buy |
400
+300
| +300% | +$19.5K | 0.01% | 221 |
|
|
2014
Q4 | $26K | Hold |
100
| – | – | 0.01% | 208 |
|
|
2014
Q3 | $21K | Hold |
100
| – | – | 0.01% | 235 |
|
|
2014
Q2 | $21K | Hold |
100
| – | – | 0.01% | 231 |
|
|
2014
Q1 | $22K | Hold |
100
| – | – | 0.01% | 213 |
|
|
2013
Q4 | $22K | Hold |
100
| – | – | 0.01% | 210 |
|
|
2013
Q3 | $19K | Hold |
100
| – | – | 0.01% | 215 |
|
|
2013
Q2 | $18K | Buy |
+100
| New | +$18K | 0.01% | 189 |
|