HCR Wealth Advisors’s Lyft LYFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-32,881
| Closed | -$433K | – | 180 |
|
2022
Q3 | $433K | Hold |
32,881
| – | – | 0.09% | 112 |
|
2022
Q2 | $437K | Buy |
32,881
+4,510
| +16% | +$59.9K | 0.09% | 118 |
|
2022
Q1 | $1.09M | Buy |
28,371
+4,497
| +19% | +$173K | 0.18% | 93 |
|
2021
Q4 | $1.02M | Buy |
23,874
+3,387
| +17% | +$145K | 0.16% | 102 |
|
2021
Q3 | $1.1M | Buy |
20,487
+4,147
| +25% | +$222K | 0.18% | 97 |
|
2021
Q2 | $988K | Buy |
16,340
+4,620
| +39% | +$279K | 0.17% | 101 |
|
2021
Q1 | $740K | Buy |
11,720
+4,438
| +61% | +$280K | 0.15% | 104 |
|
2020
Q4 | $358K | Buy |
+7,282
| New | +$358K | 0.07% | 138 |
|