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Avantax Planning Partners’s Lemonade LMND Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,240
Closed -$284K 362
2021
Q3
$284K Sell
4,240
-7
-0.2% -$469 0.01% 263
2021
Q2
$465K Buy
4,247
+507
+14% +$55.5K 0.02% 210
2021
Q1
$348K Buy
3,740
+1,798
+93% +$167K 0.02% 225
2020
Q4
$238K Buy
+1,942
New +$238K 0.01% 254