LDFR
Lehman & Derafelo Financial Resources’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $961K | Sell |
7,318
-702
| -9% | -$92.2K | 0.29% | 46 |
|
|
2022
Q3 | $938K | Hold |
8,020
| – | – | 0.3% | 44 |
|
|
2022
Q2 | $943K | Sell |
8,020
-102
| -1% | -$12K | 0.29% | 45 |
|
|
2022
Q1 | $1.06M | Sell |
8,122
-48
| -0.6% | -$6.25K | 0.29% | 45 |
|
|
2021
Q4 | $1.25M | Hold |
8,170
| – | – | 0.38% | 43 |
|
|
2021
Q3 | $1.32M | Sell |
8,170
-400
| -5% | -$64.7K | 0.43% | 38 |
|
|
2021
Q2 | $1.4M | Sell |
8,570
-400
| -4% | -$65.4K | 0.38% | 42 |
|
|
2021
Q1 | $1.35M | Sell |
8,970
-250
| -3% | -$37.7K | 0.38% | 40 |
|
|
2020
Q4 | $1.4M | Buy |
9,220
+48
| +0.5% | +$7.27K | 0.42% | 40 |
|
|
2020
Q3 | $1.24M | Hold |
9,172
| – | – | 0.4% | 39 |
|
|
2020
Q2 | $1.25M | Sell |
9,172
-250
| -3% | -$34.2K | 0.44% | 39 |
|
|
2020
Q1 | $1.02M | Sell |
9,422
-126
| -1% | -$13.6K | 0.42% | 39 |
|
|
2019
Q4 | $1.15M | Sell |
9,548
-100
| -1% | -$12.1K | 0.41% | 41 |
|
|
2019
Q3 | $960K | Sell |
9,648
-300
| -3% | -$29.9K | 0.37% | 46 |
|
|
2019
Q2 | $1.09M | Sell |
9,948
-386
| -4% | -$42.2K | 0.44% | 41 |
|
|
2019
Q1 | $1.16M | Buy |
10,334
+57
| +0.6% | +$6.37K | 0.5% | 35 |
|
|
2018
Q4 | $991K | Buy |
+10,277
| New | +$991K | 0.49% | 35 |
|