LDFR
Lehman & Derafelo Financial Resources’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26
| Closed | -$2K | – | 135 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 192 |
|
|
2022
Q2 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 198 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$4K | – | 136 |
|
|
2021
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 187 |
|
|
2021
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 211 |
|
|
2021
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 211 |
|
|
2020
Q4 | $3K | Buy |
40
+20
| +100% | +$1.5K | ﹤0.01% | 214 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 223 |
|
|
2020
Q2 | $2K | Sell |
20
-28
| -58% | -$2.8K | ﹤0.01% | 212 |
|
|
2020
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 175 |
|
|
2019
Q4 | $8K | Hold |
48
| – | – | ﹤0.01% | 178 |
|
|
2019
Q3 | $7K | Hold |
48
| – | – | ﹤0.01% | 170 |
|
|
2019
Q2 | $7K | Buy |
48
+35
| +269% | +$5.1K | ﹤0.01% | 162 |
|
|
2019
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 177 |
|
|
2018
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 167 |
|