Corient Private Wealth’s LifeMD LFMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $220K | Buy |
16,147
+1,007
| +7% | +$13.7K | ﹤0.01% | 2267 |
|
2025
Q1 | $82.4K | Hold |
15,140
| – | – | ﹤0.01% | 2184 |
|
2024
Q4 | $74.9K | Hold |
15,140
| – | – | ﹤0.01% | 2249 |
|
2024
Q3 | $79.3K | Buy |
15,140
+85
| +0.6% | +$445 | ﹤0.01% | 2325 |
|
2024
Q2 | $103K | Buy |
15,055
+55
| +0.4% | +$377 | ﹤0.01% | 2205 |
|
2024
Q1 | $154K | Hold |
15,000
| – | – | ﹤0.01% | 2128 |
|
2023
Q4 | $124K | Hold |
15,000
| – | – | ﹤0.01% | 2135 |
|
2023
Q3 | $93.8K | Hold |
15,000
| – | – | ﹤0.01% | 2021 |
|
2023
Q2 | $65.3K | Hold |
15,000
| – | – | ﹤0.01% | 1988 |
|
2023
Q1 | $25.5K | Hold |
15,000
| – | – | ﹤0.01% | 1951 |
|
2022
Q4 | $29.1K | Buy |
+15,000
| New | +$29.1K | ﹤0.01% | 1652 |
|