LDFR
Lehman & Derafelo Financial Resources’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.63M | Hold |
73,820
| – | – | 0.48% | 31 |
|
|
2022
Q3 | $1.29M | Buy |
73,820
+2,500
| +4% | +$43.8K | 0.41% | 34 |
|
|
2022
Q2 | $1.33M | Sell |
71,320
-350
| -0.5% | -$6.52K | 0.41% | 35 |
|
|
2022
Q1 | $1.64M | Hold |
71,670
| – | – | 0.46% | 37 |
|
|
2021
Q4 | $1.54M | Hold |
71,670
| – | – | 0.47% | 36 |
|
|
2021
Q3 | $1.47M | Sell |
71,670
-2,000
| -3% | -$41K | 0.48% | 35 |
|
|
2021
Q2 | $1.78M | Hold |
73,670
| – | – | 0.49% | 32 |
|
|
2021
Q1 | $1.67M | Buy |
73,670
+4,150
| +6% | +$94.2K | 0.47% | 33 |
|
|
2020
Q4 | $1.71M | Buy |
69,520
+2,000
| +3% | +$49.1K | 0.51% | 34 |
|
|
2020
Q3 | $1.46M | Buy |
67,520
+1,250
| +2% | +$27K | 0.46% | 29 |
|
|
2020
Q2 | $1.13M | Hold |
66,270
| – | – | 0.39% | 41 |
|
|
2020
Q1 | $865K | Buy |
66,270
+770
| +1% | +$10.1K | 0.36% | 45 |
|
|
2019
Q4 | $1.09M | Hold |
65,500
| – | – | 0.39% | 44 |
|
|
2019
Q3 | $1.04M | Hold |
65,500
| – | – | 0.4% | 43 |
|
|
2019
Q2 | $921K | Hold |
65,500
| – | – | 0.38% | 42 |
|
|
2019
Q1 | $929K | Hold |
65,500
| – | – | 0.4% | 40 |
|
|
2018
Q4 | $951K | Buy |
+65,500
| New | +$951K | 0.47% | 36 |
|