Capital Advisors Inc’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60,286
| Closed | -$4.04M | – | 252 |
|
|
2021
Q3 | $4.04M | Buy |
60,286
+2,292
| +4% | +$154K | 0.12% | 100 |
|
|
2021
Q2 | $6.35M | Buy |
57,994
+5,371
| +10% | +$588K | 0.19% | 97 |
|
|
2021
Q1 | $4.9M | Buy |
52,623
+2,639
| +5% | +$246K | 0.16% | 98 |
|
|
2020
Q4 | $6.12M | Buy |
+49,984
| New | +$6.12M | 0.22% | 89 |
|