Baldwin Wealth Partners’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5
| Closed | -$83 | – | 1137 |
|
2024
Q2 | $83 | Buy |
+5
| New | +$83 | ﹤0.01% | 771 |
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$67K | – | 644 |
|
2021
Q3 | $67K | Hold |
1,000
| – | – | 0.01% | 313 |
|
2021
Q2 | $109K | Buy |
1,000
+200
| +25% | +$21.8K | 0.01% | 260 |
|
2021
Q1 | $75K | Buy |
800
+200
| +33% | +$18.8K | 0.01% | 291 |
|
2020
Q4 | $74K | Buy |
+600
| New | +$74K | 0.01% | 278 |
|