LDFR
Lehman & Derafelo Financial Resources’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-820
| Closed | -$91K | – | 174 |
|
|
2022
Q3 | $91K | Buy |
820
+670
| +447% | +$74.4K | 0.03% | 104 |
|
|
2022
Q2 | $18K | Buy |
+150
| New | +$18K | 0.01% | 155 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$18K | – | 173 |
|
|
2021
Q3 | $18K | Buy |
150
+100
| +200% | +$12K | 0.01% | 158 |
|
|
2021
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 208 |
|