LDFR
Lehman & Derafelo Financial Resources’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.94M | Buy |
18,605
+2,450
| +15% | +$255K | 0.58% | 26 |
|
|
2022
Q3 | $1.48M | Hold |
16,155
| – | – | 0.46% | 29 |
|
|
2022
Q2 | $1.62M | Hold |
16,155
| – | – | 0.5% | 27 |
|
|
2022
Q1 | $1.73M | Hold |
16,155
| – | – | 0.48% | 33 |
|
|
2021
Q4 | $1.63M | Hold |
16,155
| – | – | 0.49% | 33 |
|
|
2021
Q3 | $1.52M | Hold |
16,155
| – | – | 0.49% | 34 |
|
|
2021
Q2 | $1.56M | Sell |
16,155
-260
| -2% | -$25.1K | 0.43% | 38 |
|
|
2021
Q1 | $1.56M | Sell |
16,415
-1,000
| -6% | -$94.9K | 0.44% | 37 |
|
|
2020
Q4 | $1.53M | Hold |
17,415
| – | – | 0.46% | 36 |
|
|
2020
Q3 | $1.4M | Sell |
17,415
-1,000
| -5% | -$80.5K | 0.45% | 33 |
|
|
2020
Q2 | $1.49M | Sell |
18,415
-966
| -5% | -$78.4K | 0.52% | 33 |
|
|
2020
Q1 | $1.39M | Sell |
19,381
-328
| -2% | -$23.5K | 0.58% | 31 |
|
|
2019
Q4 | $1.93M | Buy |
19,709
+3
| +0% | +$294 | 0.69% | 30 |
|
|
2019
Q3 | $1.86M | Buy |
19,706
+3
| +0% | +$283 | 0.71% | 31 |
|
|
2019
Q2 | $1.88M | Buy |
19,703
+977
| +5% | +$93.4K | 0.77% | 27 |
|
|
2019
Q1 | $1.75M | Buy |
18,726
+423
| +2% | +$39.5K | 0.75% | 28 |
|
|
2018
Q4 | $1.54M | Buy |
+18,303
| New | +$1.54M | 0.77% | 27 |
|