LDFR
Lehman & Derafelo Financial Resources’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.26M | Buy |
40,450
+26
| +0.1% | +$3.38K | 1.56% | 13 |
|
|
2022
Q3 | $5.59M | Sell |
40,424
-1,345
| -3% | -$186K | 1.76% | 12 |
|
|
2022
Q2 | $5.71M | Sell |
41,769
-103
| -0.2% | -$14.1K | 1.77% | 11 |
|
|
2022
Q1 | $7.31M | Buy |
41,872
+682
| +2% | +$119K | 2.03% | 11 |
|
|
2021
Q4 | $7.31M | Sell |
41,190
-1,711
| -4% | -$304K | 2.21% | 10 |
|
|
2021
Q3 | $6.07M | Sell |
42,901
-399
| -0.9% | -$56.5K | 1.97% | 12 |
|
|
2021
Q2 | $5.93M | Buy |
43,300
+318
| +0.7% | +$43.6K | 1.62% | 12 |
|
|
2021
Q1 | $5.25M | Sell |
42,982
-33
| -0.1% | -$4.03K | 1.47% | 14 |
|
|
2020
Q4 | $5.71M | Buy |
43,015
+1,183
| +3% | +$157K | 1.71% | 11 |
|
|
2020
Q3 | $4.85M | Buy |
41,832
+33,139
| +381% | +$3.84M | 1.54% | 11 |
|
|
2020
Q2 | $3.17M | Sell |
8,693
-1,752
| -17% | -$639K | 1.11% | 16 |
|
|
2020
Q1 | $2.66M | Buy |
10,445
+1,363
| +15% | +$347K | 1.11% | 19 |
|
|
2019
Q4 | $2.67M | Buy |
9,082
+220
| +2% | +$64.6K | 0.96% | 24 |
|
|
2019
Q3 | $1.99M | Buy |
8,862
+98
| +1% | +$22K | 0.76% | 30 |
|
|
2019
Q2 | $1.79M | Sell |
8,764
-8
| -0.1% | -$1.63K | 0.73% | 30 |
|
|
2019
Q1 | $1.67M | Buy |
8,772
+75
| +0.9% | +$14.2K | 0.72% | 29 |
|
|
2018
Q4 | $1.37M | Buy |
+8,697
| New | +$1.37M | 0.68% | 29 |
|