Lehman & Derafelo Financial Resources’s iShares CMBS ETF CMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300	Closed	-$14K	–	117
2022 Q3	$14K	Hold	300	–	–	﹤0.01%	157
2022 Q2	$14K	Buy	+300	New	+$14K	﹤0.01%	162
2021 Q4	–	Sell	-300	Closed	-$16K	–	118
2021 Q3	$16K	Hold	300	–	–	0.01%	161
2021 Q2	$16K	Hold	300	–	–	﹤0.01%	187
2021 Q1	$16K	Hold	300	–	–	﹤0.01%	183
2020 Q4	$17K	Hold	300	–	–	0.01%	177
2020 Q3	$17K	Hold	300	–	–	0.01%	171
2020 Q2	$16K	Hold	300	–	–	0.01%	166
2020 Q1	$16K	Hold	300	–	–	0.01%	145
2019 Q4	$16K	Hold	300	–	–	0.01%	162
2019 Q3	$16K	Hold	300	–	–	0.01%	150
2019 Q2	$16K	Hold	300	–	–	0.01%	145
2019 Q1	$15K	Hold	300	–	–	0.01%	146
2018 Q4	$15K	Buy	+300	New	+$15K	0.01%	137