Brinker Capital Investments’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-39,230
| Closed | -$942K | – | 1365 |
|
|
2022
Q2 | $942K | Buy |
39,230
+10,460
| +36% | +$251K | 0.02% | 770 |
|
|
2022
Q1 | $641K | Sell |
28,770
-11,364
| -28% | -$253K | 0.01% | 955 |
|
|
2021
Q4 | $904K | Buy |
40,134
+27,819
| +226% | +$627K | 0.01% | 854 |
|
|
2021
Q3 | $557K | Hold |
12,315
| – | – | 0.01% | 946 |
|
|
2021
Q2 | $557K | Buy |
+12,315
| New | +$557K | 0.01% | 997 |
|