LDFR
Lehman & Derafelo Financial Resources’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-80
| Closed | -$5K | – | 172 |
|
|
2022
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 185 |
|
|
2022
Q2 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 190 |
|
|
2021
Q4 | – | Sell |
-80
| Closed | -$5K | – | 171 |
|
|
2021
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 185 |
|
|
2021
Q2 | $5K | Sell |
80
-133
| -62% | -$8.31K | ﹤0.01% | 210 |
|
|
2021
Q1 | $14K | Hold |
213
| – | – | ﹤0.01% | 187 |
|
|
2020
Q4 | $13K | Hold |
213
| – | – | ﹤0.01% | 187 |
|
|
2020
Q3 | $11K | Sell |
213
-164
| -44% | -$8.47K | ﹤0.01% | 188 |
|
|
2020
Q2 | $19K | Hold |
377
| – | – | 0.01% | 157 |
|
|
2020
Q1 | $17K | Hold |
377
| – | – | 0.01% | 144 |
|
|
2019
Q4 | $23K | Hold |
377
| – | – | 0.01% | 154 |
|
|
2019
Q3 | $21K | Sell |
377
-73
| -16% | -$4.07K | 0.01% | 145 |
|
|
2019
Q2 | $26K | Hold |
450
| – | – | 0.01% | 137 |
|
|
2019
Q1 | $25K | Hold |
450
| – | – | 0.01% | 139 |
|
|
2018
Q4 | $22K | Buy |
+450
| New | +$22K | 0.01% | 132 |
|