Kingsview Wealth Management’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,824
| Closed | -$245K | – | 915 |
|
|
2021
Q4 | $245K | Buy |
5,824
+200
| +4% | +$8.41K | 0.01% | 793 |
|
|
2021
Q3 | $377K | Buy |
5,624
+199
| +4% | +$13.3K | 0.02% | 618 |
|
|
2021
Q2 | $612K | Buy |
5,425
+268
| +5% | +$30.2K | 0.03% | 506 |
|
|
2021
Q1 | $493K | Buy |
5,157
+1,179
| +30% | +$113K | 0.03% | 508 |
|
|
2020
Q4 | $487K | Buy |
+3,978
| New | +$487K | 0.04% | 452 |
|