Lehman & Derafelo Financial Resources LLC Closed Holding Positions

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on May 13, 2020
6,070
$25.25 - $53.75 $153K - $326K
Royal Dutch Shell PLC
Q1 2020 Filed on May 13, 2020
2,713
N/A
Spdr Series Trust
Q1 2020 Filed on May 13, 2020
621
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
455
$27.33 - $31.12 $12.4K - $14.2K
Caesars Entmt Corp
Q4 2019 Filed on Feb 12, 2020
11,000
N/A
EWG
Ishares Msci Germany ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
600
$26.05 - $29.7 $15.6K - $17.8K
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2019 Filed on Feb 12, 2020
2,000
$56.42 - $59.53 $113K - $119K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2019 Filed on Feb 12, 2020
7
$36.9 - $40.62 $258 - $284
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q4 2019 Filed on Feb 12, 2020
485
$25.35 - $25.83 $12.3K - $12.5K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q4 2019 Filed on Feb 12, 2020
150
$45.96 - $47.47 $6.89K - $7.12K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2019 Filed on Nov 12, 2019
30
$56.54 - $58.42 $1.7K - $1.75K
PFI
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
150
$37.14 - $38.2 $5.57K - $5.73K
Altaba Inc
Q3 2019 Filed on Nov 12, 2019
9,500
N/A
IEV
Ishares Tr Europe ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
300
$40.88 - $44.66 $12.3K - $13.4K
Vaneck Vectors ETF Tr
Q3 2019 Filed on Nov 12, 2019
2,400
N/A
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2019 Filed on Aug 14, 2019
4,762
$20.72 - $21.2 $98.7K - $101K
Goldcorp Inc New
Q2 2019 Filed on Aug 14, 2019
58,901
N/A
Harris Corp Del
Q2 2019 Filed on Aug 14, 2019
4,428
N/A
AMGN
Amgen Inc

Healthcare
Q2 2019 Filed on Aug 14, 2019
1,055
$166.7 - $195.41 $176K - $206K
Invesco Exch Trd Slf Idx Fd
Q2 2019 Filed on Aug 14, 2019
7,196
N/A
Invesco Exch Trd Slf Idx Fd
Q2 2019 Filed on Aug 14, 2019
7,074
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2019 Filed on Aug 14, 2019
7,204
$21.04 - $21.43 $152K - $154K
ICLN
Ishares

ETFs
Q2 2019 Filed on Aug 14, 2019
100
$9.8 - $10.65 $980 - $1.07K
Vislink Technologies Inc
Q2 2019 Filed on Aug 14, 2019
21,797
N/A
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2019 Filed on Aug 14, 2019
5,250
$19.38 - $20.19 $102K - $106K
Nuveen Mun 2021 Target Term
Q2 2019 Filed on Aug 14, 2019
10,417
N/A
China Mobile Limited
Q2 2019 Filed on Aug 14, 2019
4,000
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2019 Filed on Aug 14, 2019
4
N/A
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q2 2019 Filed on Aug 14, 2019
5,012
$20.44 - $21.21 $102K - $106K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2019 Filed on Aug 14, 2019
4,762
N/A
Invesco Exch Trd Slf Idx Fd
Q2 2019 Filed on Aug 14, 2019
7,196
N/A
Xg Technology Inc
Q1 2019 Filed on May 14, 2019
39,670
N/A
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2019 Filed on May 14, 2019
27
N/A
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