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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$14K Hold
2022
Q2
$14K Buy
2021
Q4
Sell
2021
Q3
$16K Hold
2021
Q2
$16K Hold
2021
Q1
$16K Hold
2020
Q4
$17K Hold
2020
Q3
$17K Hold
2020
Q2
$16K Hold
2020
Q1
$16K Hold
2019
Q4
$16K Hold
2019
Q3
$16K Hold
2019
Q2
$16K Hold
2019
Q1
$15K Hold
2018
Q4
$15K Buy