Jeppson Wealth Management’s Lyft LYFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,114
| Closed | -$103K | – | 199 |
|
2023
Q1 | $103K | Sell |
11,114
-2,449
| -18% | -$22.7K | 0.04% | 195 |
|
2022
Q4 | $149K | Buy |
13,563
+1,570
| +13% | +$17.3K | 0.06% | 197 |
|
2022
Q3 | $158K | Sell |
11,993
-1,298
| -10% | -$17.1K | 0.07% | 187 |
|
2022
Q2 | $177K | Buy |
+13,291
| New | +$177K | 0.08% | 184 |
|
2021
Q4 | – | Sell |
-4,520
| Closed | -$242K | – | 163 |
|
2021
Q3 | $242K | Sell |
4,520
-50
| -1% | -$2.68K | 0.13% | 131 |
|
2021
Q2 | $276K | Sell |
4,570
-320
| -7% | -$19.3K | 0.15% | 121 |
|
2021
Q1 | $308K | Sell |
4,890
-150
| -3% | -$9.45K | 0.18% | 101 |
|
2020
Q4 | $248K | Sell |
5,040
-805
| -14% | -$39.6K | 0.16% | 114 |
|
2020
Q3 | $161K | Buy |
+5,845
| New | +$161K | 0.13% | 129 |
|