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