LDFR
Lehman & Derafelo Financial Resources’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-102
| Closed | -$10K | – | 151 |
|
|
2022
Q3 | $10K | Hold |
102
| – | – | ﹤0.01% | 162 |
|
|
2022
Q2 | $10K | Buy |
+102
| New | +$10K | ﹤0.01% | 169 |
|
|
2021
Q4 | – | Sell |
-48
| Closed | -$5K | – | 150 |
|
|
2021
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 184 |
|
|
2021
Q2 | $6K | Sell |
48
-67
| -58% | -$8.38K | ﹤0.01% | 206 |
|
|
2021
Q1 | $13K | Sell |
115
-59
| -34% | -$6.67K | ﹤0.01% | 188 |
|
|
2020
Q4 | $17K | Hold |
174
| – | – | 0.01% | 180 |
|
|
2020
Q3 | $14K | Sell |
174
-86
| -33% | -$6.92K | ﹤0.01% | 183 |
|
|
2020
Q2 | $20K | Hold |
260
| – | – | 0.01% | 153 |
|
|
2020
Q1 | $17K | Sell |
260
-11
| -4% | -$719 | 0.01% | 142 |
|
|
2019
Q4 | $26K | Hold |
271
| – | – | 0.01% | 151 |
|
|
2019
Q3 | $24K | Sell |
271
-47
| -15% | -$4.16K | 0.01% | 141 |
|
|
2019
Q2 | $29K | Hold |
318
| – | – | 0.01% | 136 |
|
|
2019
Q1 | $28K | Hold |
318
| – | – | 0.01% | 138 |
|
|
2018
Q4 | $24K | Buy |
+318
| New | +$24K | 0.01% | 131 |
|