Financial Advocates Investment Management’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,784
| Closed | -$244K | – | 772 |
|
2021
Q4 | $244K | Sell |
5,784
-820
| -12% | -$34.6K | 0.02% | 669 |
|
2021
Q3 | $443K | Sell |
6,604
-223
| -3% | -$15K | 0.03% | 497 |
|
2021
Q2 | $747K | Buy |
6,827
+66
| +1% | +$7.22K | 0.05% | 370 |
|
2021
Q1 | $630K | Buy |
6,761
+253
| +4% | +$23.6K | 0.04% | 414 |
|
2020
Q4 | $797K | Buy |
+6,508
| New | +$797K | 0.05% | 347 |
|