LDFR
Lehman & Derafelo Financial Resources’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34
| Closed | -$2K | – | 183 |
|
|
2022
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 195 |
|
|
2022
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 200 |
|
|
2021
Q4 | – | Sell |
-34
| Closed | -$2K | – | 179 |
|
|
2021
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 194 |
|
|
2021
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 218 |
|
|
2021
Q1 | $2K | Buy |
34
+1
| +3% | +$59 | ﹤0.01% | 221 |
|
|
2020
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 221 |
|
|
2020
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 227 |
|
|
2020
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 215 |
|
|
2019
Q3 | – | Sell |
-15
| Closed | -$1K | – | 204 |
|
|
2019
Q2 | $1K | Sell |
15
-4
| -21% | -$267 | ﹤0.01% | 185 |
|
|
2019
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 188 |
|
|
2018
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 177 |
|