LDFR
Lehman & Derafelo Financial Resources’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-354
| Closed | -$28K | – | 111 |
|
|
2022
Q3 | $28K | Sell |
354
-245
| -41% | -$19.4K | 0.01% | 138 |
|
|
2022
Q2 | $50K | Buy |
+599
| New | +$50K | 0.02% | 126 |
|
|
2021
Q4 | – | Sell |
-764
| Closed | -$76K | – | 111 |
|
|
2021
Q3 | $76K | Hold |
764
| – | – | 0.02% | 124 |
|
|
2021
Q2 | $77K | Hold |
764
| – | – | 0.02% | 142 |
|
|
2021
Q1 | $73K | Hold |
764
| – | – | 0.02% | 139 |
|
|
2020
Q4 | $69K | Hold |
764
| – | – | 0.02% | 138 |
|
|
2020
Q3 | $61K | Hold |
764
| – | – | 0.02% | 124 |
|
|
2020
Q2 | $56K | Hold |
764
| – | – | 0.02% | 120 |
|
|
2020
Q1 | $48K | Hold |
764
| – | – | 0.02% | 114 |
|
|
2019
Q4 | $61K | Hold |
764
| – | – | 0.02% | 127 |
|
|
2019
Q3 | $56K | Hold |
764
| – | – | 0.02% | 121 |
|
|
2019
Q2 | $57K | Hold |
764
| – | – | 0.02% | 120 |
|
|
2019
Q1 | $55K | Buy |
764
+165
| +28% | +$11.9K | 0.02% | 122 |
|
|
2018
Q4 | $38K | Buy |
+599
| New | +$38K | 0.02% | 118 |
|