CAPTRUST Financial Advisors’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,909
| Closed | -$35K | – | 3175 |
|
2022
Q2 | $35K | Buy |
1,909
+913
| +92% | +$16.7K | ﹤0.01% | 3013 |
|
2022
Q1 | $26K | Buy |
996
+32
| +3% | +$835 | ﹤0.01% | 3234 |
|
2021
Q4 | $41K | Sell |
964
-980
| -50% | -$41.7K | ﹤0.01% | 2811 |
|
2021
Q3 | $130K | Buy |
1,944
+489
| +34% | +$32.7K | ﹤0.01% | 1865 |
|
2021
Q2 | $159K | Sell |
1,455
-27
| -2% | -$2.95K | ﹤0.01% | 1680 |
|
2021
Q1 | $138K | Buy |
1,482
+701
| +90% | +$65.3K | ﹤0.01% | 1743 |
|
2020
Q4 | $96K | Buy |
781
+536
| +219% | +$65.9K | ﹤0.01% | 1524 |
|
2020
Q3 | $13K | Buy |
+245
| New | +$13K | ﹤0.01% | 2177 |
|