First Trust Advisors’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-71,959
| Closed | -$558K | – | 2426 |
|
|
2022
Q4 | $558K | Buy |
71,959
+34,767
| +93% | +$270K | ﹤0.01% | 2153 |
|
|
2022
Q3 | $378K | Sell |
37,192
-5,122
| -12% | -$52.1K | ﹤0.01% | 2292 |
|
|
2022
Q2 | $1.02M | Buy |
42,314
+13,245
| +46% | +$318K | ﹤0.01% | 1980 |
|
|
2022
Q1 | $648K | Sell |
29,069
-1,352
| -4% | -$30.1K | ﹤0.01% | 2188 |
|
|
2021
Q4 | $685K | Buy |
30,421
+9,736
| +47% | +$219K | ﹤0.01% | 2191 |
|
|
2021
Q3 | $578K | Sell |
20,685
-12,186
| -37% | -$341K | ﹤0.01% | 2236 |
|
|
2021
Q2 | $1.49M | Buy |
+32,871
| New | +$1.49M | ﹤0.01% | 1925 |
|