Castle Rock Wealth Management’s Luminar Technologies LAZR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,069
| Closed | -$224K | – | 234 |
|
|
2022
Q1 | $224K | Sell |
1,069
-144
| -12% | -$30.2K | 0.1% | 211 |
|
|
2021
Q4 | $242K | Sell |
1,213
-73
| -6% | -$14.6K | 0.1% | 218 |
|
|
2021
Q3 | $338K | Sell |
1,286
-83
| -6% | -$21.8K | 0.12% | 185 |
|
|
2021
Q2 | $379K | Buy |
1,369
+180
| +15% | +$49.8K | 0.14% | 180 |
|
|
2021
Q1 | $335K | Buy |
1,189
+139
| +13% | +$39.2K | 0.14% | 196 |
|
|
2020
Q4 | $536K | Buy |
+1,050
| New | +$536K | 0.22% | 142 |
|