Lake Street Private Wealth’s Trupanion TRUP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,593
| Closed | -$311K | – | 320 |
|
2024
Q2 | $311K | Hold |
10,593
| – | – | 0.04% | 260 |
|
2024
Q1 | $292K | Hold |
10,593
| – | – | 0.04% | 263 |
|
2023
Q4 | $323K | Hold |
10,593
| – | – | 0.05% | 248 |
|
2023
Q3 | $291K | Hold |
10,593
| – | – | 0.05% | 229 |
|
2023
Q2 | $208K | Hold |
10,593
| – | – | 0.04% | 267 |
|
2023
Q1 | $454K | Hold |
10,593
| – | – | 0.08% | 190 |
|
2022
Q4 | $503K | Hold |
10,593
| – | – | 0.1% | 180 |
|
2022
Q3 | $630K | Hold |
10,593
| – | – | 0.14% | 144 |
|
2022
Q2 | $638K | Hold |
10,593
| – | – | 0.13% | 142 |
|
2022
Q1 | $944K | Hold |
10,593
| – | – | 0.17% | 129 |
|
2021
Q4 | $1.4M | Buy |
+10,593
| New | +$1.4M | 0.25% | 100 |
|