LDFR
XYZ

Lehman & Derafelo Financial Resources’s Block, Inc. XYZ Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,510
Closed -$245K – 249
2020
Q3 		$245K Buy
1,510
+100
+7% +$16.2K 0.08% 83
2020
Q2 		$148K Buy
+1,410
New +$148K 0.05% 100