LDFR
Lehman & Derafelo Financial Resources’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,716
| Closed | -$219K | – | 230 |
|
|
2020
Q4 | $219K | Hold |
3,716
| – | – | 0.07% | 109 |
|
|
2020
Q3 | $229K | Hold |
3,716
| – | – | 0.07% | 89 |
|
|
2020
Q2 | $229K | Buy |
+3,716
| New | +$229K | 0.08% | 83 |
|
|
2019
Q4 | – | Sell |
-3,716
| Closed | -$205K | – | 208 |
|
|
2019
Q3 | $205K | Hold |
3,716
| – | – | 0.08% | 95 |
|
|
2019
Q2 | $201K | Buy |
+3,716
| New | +$201K | 0.08% | 97 |
|