LDFR
Lehman & Derafelo Financial Resources’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-146
| Closed | -$19K | – | 167 |
|
|
2022
Q3 | $19K | Hold |
146
| – | – | 0.01% | 148 |
|
|
2022
Q2 | $20K | Buy |
+146
| New | +$20K | 0.01% | 150 |
|
|
2021
Q4 | – | Sell |
-146
| Closed | -$22K | – | 167 |
|
|
2021
Q3 | $22K | Hold |
146
| – | – | 0.01% | 152 |
|
|
2021
Q2 | $22K | Sell |
146
-88
| -38% | -$13.3K | 0.01% | 178 |
|
|
2021
Q1 | $33K | Sell |
234
-31
| -12% | -$4.37K | 0.01% | 158 |
|
|
2020
Q4 | $34K | Hold |
265
| – | – | 0.01% | 156 |
|
|
2020
Q3 | $29K | Sell |
265
-95
| -26% | -$10.4K | 0.01% | 152 |
|
|
2020
Q2 | $37K | Hold |
360
| – | – | 0.01% | 132 |
|
|
2020
Q1 | $30K | Sell |
360
-10
| -3% | -$833 | 0.01% | 126 |
|
|
2019
Q4 | $43K | Hold |
370
| – | – | 0.02% | 133 |
|
|
2019
Q3 | $40K | Hold |
370
| – | – | 0.02% | 127 |
|
|
2019
Q2 | $40K | Hold |
370
| – | – | 0.02% | 128 |
|
|
2019
Q1 | $39K | Hold |
370
| – | – | 0.02% | 131 |
|
|
2018
Q4 | $34K | Buy |
+370
| New | +$34K | 0.02% | 125 |
|