LDFR
Lehman & Derafelo Financial Resources’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.19M | Buy |
5,709
+261
| +5% | +$54.2K | 0.35% | 41 |
|
|
2022
Q3 | $968K | Sell |
5,448
-400
| -7% | -$71.1K | 0.31% | 42 |
|
|
2022
Q2 | $1.15M | Buy |
5,848
+86
| +1% | +$16.9K | 0.36% | 42 |
|
|
2022
Q1 | $1.28M | Sell |
5,762
-193
| -3% | -$42.8K | 0.36% | 42 |
|
|
2021
Q4 | $1.29M | Sell |
5,955
-450
| -7% | -$97.6K | 0.39% | 40 |
|
|
2021
Q3 | $1.43M | Sell |
6,405
-70
| -1% | -$15.6K | 0.46% | 36 |
|
|
2021
Q2 | $1.51M | Buy |
6,475
+57
| +0.9% | +$13.3K | 0.41% | 39 |
|
|
2021
Q1 | $1.36M | Buy |
6,418
+5
| +0.1% | +$1.06K | 0.38% | 39 |
|
|
2020
Q4 | $1.4M | Sell |
6,413
-10
| -0.2% | -$2.19K | 0.42% | 39 |
|
|
2020
Q3 | $1.28M | Sell |
6,423
-817
| -11% | -$163K | 0.41% | 38 |
|
|
2020
Q2 | $1.4M | Buy |
7,240
+1,007
| +16% | +$195K | 0.49% | 36 |
|
|
2020
Q1 | $1M | Buy |
6,233
+1,750
| +39% | +$282K | 0.42% | 41 |
|
|
2019
Q4 | $842K | Buy |
4,483
+184
| +4% | +$34.6K | 0.3% | 49 |
|
|
2019
Q3 | $739K | Hold |
4,299
| – | – | 0.28% | 52 |
|
|
2019
Q2 | $759K | Buy |
4,299
+15
| +0.4% | +$2.65K | 0.31% | 46 |
|
|
2019
Q1 | $669K | Hold |
4,284
| – | – | 0.29% | 48 |
|
|
2018
Q4 | $565K | Buy |
+4,284
| New | +$565K | 0.28% | 46 |
|