Dimensional Fund Advisors’s Lendway LDWY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-12,704
| Closed | -$95.8K | – | 3488 |
|
2023
Q2 | $95.8K | Hold |
12,704
| – | – | ﹤0.01% | 3332 |
|
2023
Q1 | $91.7K | Hold |
12,704
| – | – | ﹤0.01% | 3314 |
|
2022
Q4 | $99 | Hold |
12,704
| – | – | ﹤0.01% | 3324 |
|
2022
Q3 | $78K | Buy |
12,704
+500
| +4% | +$3.07K | ﹤0.01% | 3362 |
|
2022
Q2 | $93K | Hold |
12,204
| – | – | ﹤0.01% | 3340 |
|
2022
Q1 | $138K | Buy |
+12,204
| New | +$138K | ﹤0.01% | 3358 |
|
2021
Q2 | – | Sell |
-11,419
| Closed | -$65K | – | 3470 |
|
2021
Q1 | $65K | Buy |
+11,419
| New | +$65K | ﹤0.01% | 3380 |
|
2019
Q4 | – | Sell |
-39,093
| Closed | -$38K | – | 3396 |
|
2019
Q3 | $38K | Hold |
39,093
| – | – | ﹤0.01% | 3393 |
|
2019
Q2 | $41K | Hold |
39,093
| – | – | ﹤0.01% | 3435 |
|
2019
Q1 | $52K | Hold |
39,093
| – | – | ﹤0.01% | 3410 |
|
2018
Q4 | $58K | Hold |
39,093
| – | – | ﹤0.01% | 3393 |
|
2018
Q3 | $68K | Hold |
39,093
| – | – | ﹤0.01% | 3379 |
|
2018
Q2 | $66K | Hold |
39,093
| – | – | ﹤0.01% | 3321 |
|
2018
Q1 | $62K | Hold |
39,093
| – | – | ﹤0.01% | 3307 |
|
2017
Q4 | $47K | Hold |
39,093
| – | – | ﹤0.01% | 3302 |
|
2017
Q3 | $42K | Sell |
39,093
-54,828
| -58% | -$58.9K | ﹤0.01% | 3310 |
|
2017
Q2 | $98K | Sell |
93,921
-14,193
| -13% | -$14.8K | ﹤0.01% | 3257 |
|
2017
Q1 | $160K | Hold |
108,114
| – | – | ﹤0.01% | 3218 |
|
2016
Q4 | $258K | Hold |
108,114
| – | – | ﹤0.01% | 3169 |
|
2016
Q3 | $254K | Hold |
108,114
| – | – | ﹤0.01% | 3157 |
|
2016
Q2 | $236K | Hold |
108,114
| – | – | ﹤0.01% | 3154 |
|
2016
Q1 | $308K | Hold |
108,114
| – | – | ﹤0.01% | 3124 |
|
2015
Q4 | $317K | Hold |
108,114
| – | – | ﹤0.01% | 3158 |
|
2015
Q3 | $274K | Hold |
108,114
| – | – | ﹤0.01% | 3203 |
|
2015
Q2 | $295K | Buy |
108,114
+9,441
| +10% | +$25.8K | ﹤0.01% | 3208 |
|
2015
Q1 | $296K | Buy |
98,673
+3,334
| +3% | +$10K | ﹤0.01% | 3176 |
|
2014
Q4 | $341K | Hold |
95,339
| – | – | ﹤0.01% | 3192 |
|
2014
Q3 | $293K | Sell |
95,339
-700
| -0.7% | -$2.15K | ﹤0.01% | 3225 |
|
2014
Q2 | $313K | Hold |
96,039
| – | – | ﹤0.01% | 3255 |
|
2014
Q1 | $290K | Hold |
96,039
| – | – | ﹤0.01% | 3261 |
|
2013
Q4 | $262K | Hold |
96,039
| – | – | ﹤0.01% | 3267 |
|
2013
Q3 | $258K | Sell |
96,039
-1,000
| -1% | -$2.69K | ﹤0.01% | 3284 |
|
2013
Q2 | $204K | Buy |
+97,039
| New | +$204K | ﹤0.01% | 3312 |
|