LDFR
Lehman & Derafelo Financial Resources’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-214
| Closed | -$17K | – | 140 |
|
|
2022
Q3 | $17K | Hold |
214
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $18K | Buy |
+214
| New | +$18K | 0.01% | 154 |
|
|
2021
Q4 | – | Sell |
-213
| Closed | -$21K | – | 140 |
|
|
2021
Q3 | $21K | Hold |
213
| – | – | 0.01% | 154 |
|
|
2021
Q2 | $21K | Hold |
213
| – | – | 0.01% | 179 |
|
|
2021
Q1 | $19K | Hold |
213
| – | – | 0.01% | 178 |
|
|
2020
Q4 | $18K | Buy |
213
+1
| +0.5% | +$85 | 0.01% | 175 |
|
|
2020
Q3 | $16K | Hold |
212
| – | – | 0.01% | 175 |
|
|
2020
Q2 | $15K | Buy |
+212
| New | +$15K | 0.01% | 170 |
|