Cerity Partners’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,077
| Closed | -$42.5K | – | 2326 |
|
|
2024
Q1 | $42.5K | Buy |
+10,077
| New | +$42.5K | ﹤0.01% | 2255 |
|
|
2023
Q3 | – | Sell |
-6,739
| Closed | -$38.5K | – | 1579 |
|
|
2023
Q2 | $38.5K | Buy |
6,739
+4,031
| +149% | +$23.1K | ﹤0.01% | 1583 |
|
|
2023
Q1 | $22.1K | Buy |
+2,708
| New | +$22.1K | ﹤0.01% | 1819 |
|