LDFR
Lehman & Derafelo Financial Resources’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-136
| Closed | -$9K | – | 175 |
|
|
2022
Q3 | $9K | Hold |
136
| – | – | ﹤0.01% | 167 |
|
|
2022
Q2 | $10K | Buy |
+136
| New | +$10K | ﹤0.01% | 170 |
|
|
2021
Q4 | – | Sell |
-136
| Closed | -$11K | – | 174 |
|
|
2021
Q3 | $11K | Hold |
136
| – | – | ﹤0.01% | 167 |
|
|
2021
Q2 | $12K | Sell |
136
-152
| -53% | -$13.4K | ﹤0.01% | 190 |
|
|
2021
Q1 | $24K | Sell |
288
-176
| -38% | -$14.7K | 0.01% | 171 |
|
|
2020
Q4 | $31K | Hold |
464
| – | – | 0.01% | 161 |
|
|
2020
Q3 | $23K | Sell |
464
-168
| -27% | -$8.33K | 0.01% | 158 |
|
|
2020
Q2 | $31K | Hold |
632
| – | – | 0.01% | 141 |
|
|
2020
Q1 | $26K | Sell |
632
-16
| -2% | -$658 | 0.01% | 131 |
|
|
2019
Q4 | $43K | Hold |
648
| – | – | 0.02% | 134 |
|
|
2019
Q3 | $40K | Sell |
648
-84
| -11% | -$5.19K | 0.02% | 128 |
|
|
2019
Q2 | $45K | Hold |
732
| – | – | 0.02% | 125 |
|
|
2019
Q1 | $44K | Hold |
732
| – | – | 0.02% | 127 |
|
|
2018
Q4 | $39K | Buy |
+732
| New | +$39K | 0.02% | 117 |
|