LDFR
Lehman & Derafelo Financial Resources’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $328K | Buy |
2,328
+435
| +23% | +$61.3K | 0.1% | 79 |
|
|
2022
Q3 | $225K | Hold |
1,893
| – | – | 0.07% | 90 |
|
|
2022
Q2 | $267K | Buy |
1,893
+162
| +9% | +$22.8K | 0.08% | 85 |
|
|
2022
Q1 | $225K | Hold |
1,731
| – | – | 0.06% | 101 |
|
|
2021
Q4 | $231K | Hold |
1,731
| – | – | 0.07% | 97 |
|
|
2021
Q3 | $240K | Sell |
1,731
-140
| -7% | -$19.4K | 0.08% | 88 |
|
|
2021
Q2 | $274K | Hold |
1,871
| – | – | 0.07% | 95 |
|
|
2021
Q1 | $249K | Hold |
1,871
| – | – | 0.07% | 100 |
|
|
2020
Q4 | $236K | Hold |
1,871
| – | – | 0.07% | 98 |
|
|
2020
Q3 | $228K | Buy |
1,871
+100
| +6% | +$12.2K | 0.07% | 90 |
|
|
2020
Q2 | $214K | Buy |
+1,771
| New | +$214K | 0.07% | 87 |
|
|
2019
Q4 | – | Sell |
-2,416
| Closed | -$351K | – | 209 |
|
|
2019
Q3 | $351K | Buy |
2,416
+60
| +3% | +$8.72K | 0.13% | 69 |
|
|
2019
Q2 | $333K | Buy |
2,356
+800
| +51% | +$113K | 0.14% | 71 |
|
|
2019
Q1 | $220K | Buy |
+1,556
| New | +$220K | 0.09% | 88 |
|