AWM
Activest Wealth Management’s Lufax Holding LU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-57,700
| Closed | -$112K | – | 440 |
|
|
2022
Q4 | $112K | Buy |
+57,700
| New | +$112K | 0.03% | 122 |
|
|
2021
Q3 | – | Sell |
-298
| Closed | -$3K | – | 400 |
|
|
2021
Q2 | $3K | Hold |
298
| – | – | ﹤0.01% | 284 |
|
|
2021
Q1 | $4K | Buy |
+298
| New | +$4K | ﹤0.01% | 247 |
|