LDFR
Lehman & Derafelo Financial Resources’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,375
| Closed | -$78K | – | 119 |
|
|
2022
Q3 | $78K | Hold |
1,375
| – | – | 0.02% | 113 |
|
|
2022
Q2 | $87K | Buy |
+1,375
| New | +$87K | 0.03% | 114 |
|
|
2021
Q4 | – | Sell |
-1,375
| Closed | -$104K | – | 120 |
|
|
2021
Q3 | $104K | Hold |
1,375
| – | – | 0.03% | 114 |
|
|
2021
Q2 | $104K | Hold |
1,375
| – | – | 0.03% | 134 |
|
|
2021
Q1 | $100K | Hold |
1,375
| – | – | 0.03% | 129 |
|
|
2020
Q4 | $101K | Hold |
1,375
| – | – | 0.03% | 131 |
|
|
2020
Q3 | $94K | Hold |
1,375
| – | – | 0.03% | 116 |
|
|
2020
Q2 | $91K | Hold |
1,375
| – | – | 0.03% | 108 |
|
|
2020
Q1 | $85K | Hold |
1,375
| – | – | 0.04% | 101 |
|
|
2019
Q4 | $102K | Hold |
1,375
| – | – | 0.04% | 118 |
|
|
2019
Q3 | $101K | Buy |
+1,375
| New | +$101K | 0.04% | 112 |
|