LFGH
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Lee Financial Group Hawaii’s Renaissance IPO ETF IPO Stock Holding History

Lee Financial Group Hawaii’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-111,094
Closed -$6.91M – 39
2021
Q1 		$6.91M Buy
111,094
+102,925
+1,260% +$6.95M 5.67% 9
2020
Q4 		$527K Buy
+8,169
New +$482K 0.44% 32

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