Carolina Wealth Advisors’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$409 | – | 294 |
|
|
2025
Q1 | $409 | Hold |
13
| – | – | ﹤0.01% | 264 |
|
|
2024
Q4 | $477 | Buy |
+13
| New | +$477 | ﹤0.01% | 278 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | -$185 | – | 264 |
|
|
2023
Q3 | $185 | Hold |
16
| – | – | ﹤0.01% | 260 |
|
|
2023
Q2 | $270 | Sell |
16
-15
| -48% | -$253 | ﹤0.01% | 242 |
|
|
2023
Q1 | $442 | Buy |
31
+15
| +94% | +$214 | ﹤0.01% | 250 |
|
|
2022
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 283 |
|
|
2022
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 301 |
|
|
2022
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 262 |
|
|
2021
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 256 |
|
|
2021
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 260 |
|