Compass Advisory Group’s Lyft LYFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-11,463
| Closed | -$152K | – | 69 |
|
2022
Q2 | $152K | Buy |
11,463
+2,431
| +27% | +$32.2K | 0.08% | 63 |
|
2022
Q1 | $347K | Buy |
9,032
+409
| +5% | +$15.7K | 0.18% | 54 |
|
2021
Q4 | $368K | Buy |
8,623
+1,223
| +17% | +$52.2K | 0.2% | 49 |
|
2021
Q3 | $397K | Buy |
7,400
+2,520
| +52% | +$135K | 0.23% | 41 |
|
2021
Q2 | $295K | Sell |
4,880
-339
| -6% | -$20.5K | 0.18% | 43 |
|
2021
Q1 | $330K | Buy |
5,219
+97
| +2% | +$6.13K | 0.22% | 38 |
|
2020
Q4 | $252K | Buy |
+5,122
| New | +$252K | 0.19% | 36 |
|