LDFR
SLY
Lehman & Derafelo Financial Resources’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.85M | Hold |
22,519
| – | – | 0.55% | 27 |
|
|
2022
Q3 | $1.7M | Hold |
22,519
| – | – | 0.54% | 25 |
|
|
2022
Q2 | $1.8M | Hold |
22,519
| – | – | 0.56% | 25 |
|
|
2022
Q1 | $2.11M | Hold |
22,519
| – | – | 0.59% | 24 |
|
|
2021
Q4 | $2.24M | Hold |
22,519
| – | – | 0.68% | 25 |
|
|
2021
Q3 | $2.13M | Sell |
22,519
-1,234
| -5% | -$117K | 0.69% | 26 |
|
|
2021
Q2 | $2.32M | Hold |
23,753
| – | – | 0.63% | 27 |
|
|
2021
Q1 | $2.23M | Hold |
23,753
| – | – | 0.63% | 28 |
|
|
2020
Q4 | $1.89M | Hold |
23,753
| – | – | 0.57% | 31 |
|
|
2020
Q3 | $1.45M | Hold |
23,753
| – | – | 0.46% | 30 |
|
|
2020
Q2 | $1.4M | Sell |
23,753
-4,938
| -17% | -$291K | 0.49% | 35 |
|
|
2020
Q1 | $1.39M | Sell |
28,691
-864
| -3% | -$41.9K | 0.58% | 30 |
|
|
2019
Q4 | $2.14M | Sell |
29,555
-247
| -0.8% | -$17.9K | 0.77% | 29 |
|
|
2019
Q3 | $2M | Sell |
29,802
-425
| -1% | -$28.6K | 0.77% | 28 |
|
|
2019
Q2 | $2.06M | Hold |
30,227
| – | – | 0.84% | 25 |
|
|
2019
Q1 | $2.02M | Buy |
30,227
+1,810
| +6% | +$121K | 0.87% | 26 |
|
|
2018
Q4 | $1.7M | Buy |
+28,417
| New | +$1.7M | 0.85% | 26 |
|