LDFR
Lehman & Derafelo Financial Resources’s General Motors GM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.42M | Buy |
42,170
+1,313
| +3% | +$44.2K | 0.42% | 35 |
|
|
2022
Q3 | $1.31M | Sell |
40,857
-906
| -2% | -$29.1K | 0.41% | 33 |
|
|
2022
Q2 | $1.33M | Sell |
41,763
-800
| -2% | -$25.4K | 0.41% | 36 |
|
|
2022
Q1 | $1.86M | Sell |
42,563
-1,000
| -2% | -$43.7K | 0.52% | 27 |
|
|
2021
Q4 | $2.55M | Hold |
43,563
| – | – | 0.77% | 20 |
|
|
2021
Q3 | $2.3M | Sell |
43,563
-1,500
| -3% | -$79.1K | 0.75% | 24 |
|
|
2021
Q2 | $2.67M | Hold |
45,063
| – | – | 0.73% | 22 |
|
|
2021
Q1 | $2.59M | Sell |
45,063
-2,000
| -4% | -$115K | 0.73% | 23 |
|
|
2020
Q4 | $1.96M | Buy |
47,063
+400
| +0.9% | +$16.7K | 0.59% | 29 |
|
|
2020
Q3 | $1.38M | Sell |
46,663
-28,339
| -38% | -$839K | 0.44% | 34 |
|
|
2020
Q2 | $1.9M | Sell |
75,002
-3,641
| -5% | -$92.1K | 0.66% | 27 |
|
|
2020
Q1 | $1.63M | Sell |
78,643
-1,300
| -2% | -$27K | 0.68% | 29 |
|
|
2019
Q4 | $2.93M | Buy |
79,943
+4,707
| +6% | +$172K | 1.05% | 21 |
|
|
2019
Q3 | $2.82M | Buy |
75,236
+6,125
| +9% | +$230K | 1.08% | 21 |
|
|
2019
Q2 | $2.66M | Buy |
69,111
+2,727
| +4% | +$105K | 1.09% | 21 |
|
|
2019
Q1 | $2.46M | Buy |
66,384
+849
| +1% | +$31.5K | 1.06% | 21 |
|
|
2018
Q4 | $2.19M | Buy |
+65,535
| New | +$2.19M | 1.09% | 19 |
|