LDFR
Lehman & Derafelo Financial Resources’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-60
| Closed | -$4K | – | 155 |
|
|
2022
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 187 |
|
|
2022
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 188 |
|
|
2021
Q4 | – | Sell |
-60
| Closed | -$6K | – | 154 |
|
|
2021
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 182 |
|
|
2021
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 207 |
|
|
2021
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 209 |
|
|
2020
Q4 | $5K | Buy |
60
+45
| +300% | +$3.75K | ﹤0.01% | 209 |
|
|
2020
Q3 | $5K | Hold |
15
| – | – | ﹤0.01% | 211 |
|
|
2020
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 203 |
|
|
2020
Q1 | $3K | Sell |
15
-288
| -95% | -$57.6K | ﹤0.01% | 185 |
|
|
2019
Q4 | $70K | Hold |
303
| – | – | 0.03% | 124 |
|
|
2019
Q3 | $62K | Hold |
303
| – | – | 0.02% | 119 |
|
|
2019
Q2 | $62K | Hold |
303
| – | – | 0.03% | 118 |
|
|
2019
Q1 | $58K | Hold |
303
| – | – | 0.03% | 120 |
|
|
2018
Q4 | $48K | Buy |
+303
| New | +$48K | 0.02% | 113 |
|