LDFR
Lehman & Derafelo Financial Resources’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$8K | – | 121 |
|
|
2022
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 171 |
|
|
2022
Q2 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 172 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$10K | – | 122 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 170 |
|
|
2021
Q2 | $10K | Sell |
200
-142
| -42% | -$7.1K | ﹤0.01% | 196 |
|
|
2021
Q1 | $17K | Hold |
342
| – | – | ﹤0.01% | 180 |
|
|
2020
Q4 | $16K | Hold |
342
| – | – | ﹤0.01% | 182 |
|
|
2020
Q3 | $14K | Sell |
342
-183
| -35% | -$7.49K | ﹤0.01% | 181 |
|
|
2020
Q2 | $21K | Hold |
525
| – | – | 0.01% | 151 |
|
|
2020
Q1 | $19K | Sell |
525
-122
| -19% | -$4.42K | 0.01% | 138 |
|
|
2019
Q4 | $32K | Hold |
647
| – | – | 0.01% | 146 |
|
|
2019
Q3 | $31K | Sell |
647
-107
| -14% | -$5.13K | 0.01% | 135 |
|
|
2019
Q2 | $37K | Hold |
754
| – | – | 0.02% | 132 |
|
|
2019
Q1 | $37K | Hold |
754
| – | – | 0.02% | 134 |
|
|
2018
Q4 | $34K | Buy |
+754
| New | +$34K | 0.02% | 123 |
|