Lehman & Derafelo Financial Resources’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40
| Closed | -$7K | – | 236 |
|
|
2020
Q4 | $7K | Hold |
40
| – | – | ﹤0.01% | 205 |
|
|
2020
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 208 |
|
|
2020
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 195 |
|
|
2020
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 176 |
|
|
2019
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 185 |
|
|
2019
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 175 |
|