Glassman Wealth Services’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$484 | – | 1091 |
|
|
2023
Q4 | $484 | Hold |
30
| – | – | ﹤0.01% | 1723 |
|
|
2023
Q3 | $349 | Sell |
30
-56
| -65% | -$651 | ﹤0.01% | 1802 |
|
|
2023
Q2 | $1.45K | Buy |
86
+54
| +169% | +$910 | ﹤0.01% | 1345 |
|
|
2023
Q1 | $456 | Buy |
32
+2
| +7% | +$29 | ﹤0.01% | 1635 |
|
|
2022
Q4 | $410 | Hold |
30
| – | – | ﹤0.01% | 1665 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1457 |
|
|
2022
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1435 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$2K | – | 1784 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1005 |
|