Carson Wealth (CWM LLC)’s Lufax Holding LU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
927
| – | – | ﹤0.01% | 4777 |
|
|
2025
Q1 | $3K | Sell |
927
-844
| -48% | -$2.73K | ﹤0.01% | 4635 |
|
|
2024
Q4 | $4K | Sell |
1,771
-2,667
| -60% | -$6.02K | ﹤0.01% | 4324 |
|
|
2024
Q3 | $15K | Buy |
4,438
+480
| +12% | +$1.62K | ﹤0.01% | 3547 |
|
|
2024
Q2 | $9K | Sell |
3,958
-2,174
| -35% | -$4.94K | ﹤0.01% | 3609 |
|
|
2024
Q1 | $26K | Buy |
6,132
+4,511
| +278% | +$19.1K | ﹤0.01% | 2732 |
|
|
2023
Q4 | $5K | Buy |
1,621
+1,392
| +608% | +$4.29K | ﹤0.01% | 3518 |
|
|
2023
Q3 | $1K | Sell |
229
-383
| -63% | -$1.67K | ﹤0.01% | 4006 |
|
|
2023
Q2 | $4K | Sell |
612
-995
| -62% | -$6.5K | ﹤0.01% | 3535 |
|
|
2023
Q1 | $13K | Buy |
1,607
+1,027
| +177% | +$8.31K | ﹤0.01% | 2793 |
|
|
2022
Q4 | $4K | Sell |
580
-236
| -29% | -$1.63K | ﹤0.01% | 3302 |
|
|
2022
Q3 | $8K | Buy |
816
+175
| +27% | +$1.72K | ﹤0.01% | 2823 |
|
|
2022
Q2 | $15K | Buy |
641
+125
| +24% | +$2.93K | ﹤0.01% | 2314 |
|
|
2022
Q1 | $12K | Buy |
516
+453
| +719% | +$10.5K | ﹤0.01% | 2374 |
|
|
2021
Q4 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 3310 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2021
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2020
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2020
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2020
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2020
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2019
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2019
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2019
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 2514 |
|
|
2019
Q1 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 2514 |
|