BerganKDV 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
Q2 | $4.3K | Hold |
255
| – | – | ﹤0.01% | 623 |
|
2023
Q1 | $3.64K | Hold |
255
| – | – | ﹤0.01% | 741 |
|
2022
Q4 | $3.49K | Hold |
255
| – | – | ﹤0.01% | 726 |
|
2022
Q3 | $5K | Hold |
255
| – | – | ﹤0.01% | 682 |
|
2022
Q2 | $5K | Sell |
255
-18
| -7% | -$353 | ﹤0.01% | 704 |
|
2022
Q1 | $7K | Buy |
273
+18
| +7% | +$462 | ﹤0.01% | 671 |
|
2021
Q4 | $11K | Hold |
255
| – | – | ﹤0.01% | 646 |
|
2021
Q3 | $17K | Sell |
255
-26
| -9% | -$1.73K | ﹤0.01% | 554 |
|
2021
Q2 | $31K | Hold |
281
| – | – | ﹤0.01% | 459 |
|
2021
Q1 | $26K | Buy |
+281
| New | +$26K | ﹤0.01% | 448 |
|