Bordeaux Wealth Advisors’s Lyft LYFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,161
| Closed | -$168K | – | 167 |
|
|
2024
Q3 | $168K | Hold |
13,161
| – | – | 0.03% | 157 |
|
|
2024
Q2 | $186K | Hold |
13,161
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $255K | Sell |
13,161
-31
| -0.2% | -$600 | 0.08% | 91 |
|
|
2023
Q4 | $198K | Sell |
13,192
-27,178
| -67% | -$407K | 0.07% | 107 |
|
|
2023
Q3 | $426K | Hold |
40,370
| – | – | 0.17% | 58 |
|
|
2023
Q2 | $387K | Hold |
40,370
| – | – | 0.16% | 69 |
|
|
2023
Q1 | $374K | Hold |
40,370
| – | – | 0.19% | 76 |
|
|
2022
Q4 | $445K | Hold |
40,370
| – | – | 0.24% | 56 |
|
|
2022
Q3 | $532K | Sell |
40,370
-205
| -0.5% | -$2.7K | 0.33% | 48 |
|
|
2022
Q2 | $539K | Sell |
40,575
-89
| -0.2% | -$1.18K | 0.37% | 46 |
|
|
2022
Q1 | $1.56M | Sell |
40,664
-25,539
| -39% | -$981K | 0.84% | 23 |
|
|
2021
Q4 | $2.83M | Buy |
66,203
+6,739
| +11% | +$288K | 1.3% | 19 |
|
|
2021
Q3 | $3.19M | Buy |
59,464
+1,873
| +3% | +$100K | 1.81% | 15 |
|
|
2021
Q2 | $3.48M | Buy |
57,591
+8,584
| +18% | +$519K | 2% | 13 |
|
|
2021
Q1 | $3.1M | Buy |
+49,007
| New | +$3.1M | 2.15% | 11 |
|