Consilio Wealth Advisors’s Lucira Health, Inc. Common Stock LHDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-90,199
Closed -$10K 50
2022
Q4
$10K Sell
90,199
-7,319
-8% -$4.67K 0.01% 48
2022
Q3
$103K Hold
97,518
0.08% 45
2022
Q2
$181K Hold
97,518
0.15% 35
2022
Q1
$348K Hold
97,518
0.27% 35
2021
Q4
$840K Buy
+97,518
New +$620K 0.65% 28

Other funds holding LHDX

Consilio Wealth Advisors's LHDX Position: Q1 2023 in Review

Consilio Wealth Advisors sold out of Lucira Health, Inc. Common Stock (LHDX) in Q1 2023, closing a stake of 90,199 shares — an estimated $10K sold.

Consilio Wealth Advisors first reported a position in LHDX in Q4 2021 and held it in 5 quarters. The position peaked at $840K in Q4 2021. 6 funds tracked by Wall St. Rank hold LHDX as of Q1 2023.

  • Consilio Wealth Advisors reported no remaining Lucira Health, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Consilio Wealth Advisors sold 90,199 Lucira Health, Inc. Common Stock shares in Q1 2023, an estimated $10K.
  • Consilio Wealth Advisors first reported a position in Lucira Health, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
  • Consilio Wealth Advisors's Lucira Health, Inc. Common Stock position peaked at $840K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Lucira Health, Inc. Common Stock as of Q1 2023.

Based on Consilio Wealth Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.