LFR
Lehman Financial Resources’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $9.53M | Hold |
32,569
| – | – | 4.47% | 4 |
|
|
2018
Q2 | $8.89M | Buy |
32,569
+2,198
| +7% | +$600K | 4.48% | 3 |
|
|
2018
Q1 | $8.06M | Buy |
30,371
+1,000
| +3% | +$265K | 4.13% | 5 |
|
|
2017
Q4 | $7.9M | Buy |
29,371
+3,543
| +14% | +$952K | 4.1% | 5 |
|
|
2017
Q3 | $6.53M | Buy |
25,828
+940
| +4% | +$238K | 3.32% | 7 |
|
|
2017
Q2 | $6.05M | Buy |
24,888
+16
| +0.1% | +$3.89K | 3.4% | 7 |
|
|
2017
Q1 | $5.9M | Sell |
24,872
-6,200
| -20% | -$1.47M | 3.26% | 9 |
|
|
2016
Q4 | $6.99M | Buy |
31,072
+1,000
| +3% | +$225K | 3.98% | 5 |
|
|
2016
Q3 | $6.54M | Buy |
30,072
+980
| +3% | +$213K | 3.78% | 6 |
|
|
2016
Q2 | $6.12M | Buy |
29,092
+1,092
| +4% | +$230K | 3.07% | 8 |
|
|
2016
Q1 | $5.79M | Hold |
28,000
| – | – | 3.09% | 6 |
|
|
2015
Q4 | $5.74M | Buy |
+28,000
| New | +$5.74M | 3.09% | 7 |
|