AE Wealth Management’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-46,578
| Closed | -$785K | – | 2017 |
|
|
2023
Q2 | $785K | Buy |
+46,578
| New | +$785K | ﹤0.01% | 1176 |
|
|
2022
Q1 | – | Sell |
-10,031
| Closed | -$422K | – | 1755 |
|
|
2021
Q4 | $422K | Sell |
10,031
-1,847
| -16% | -$77.7K | ﹤0.01% | 1321 |
|
|
2021
Q3 | $796K | Buy |
11,878
+4,405
| +59% | +$295K | 0.01% | 944 |
|
|
2021
Q2 | $818K | Buy |
7,473
+3,731
| +100% | +$408K | 0.01% | 907 |
|
|
2021
Q1 | $348K | Buy |
+3,742
| New | +$348K | ﹤0.01% | 1195 |
|