LWM
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Lionsbridge Wealth Management’s Nasdaq NDAQ Stock Holding History

Lionsbridge Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-26,130
Closed -$1.55M – 48
2022
Q1 		$1.55M Sell
26,130
-1,059
-4% -$62.7K 1.8% 19
2021
Q4 		$1.9M Sell
27,189
-738
-3% -$50.3K 2.04% 14
2021
Q3 		$1.8M Sell
27,927
-462
-2% -$29.1K 1.94% 13
2021
Q2 		$1.66M Sell
28,389
-7,719
-21% -$425K 1.78% 15
2021
Q1 		$1.77M Buy
36,108
+726
+2% +$34.5K 1.73% 21
2020
Q4 		$1.56M Buy
35,382
+714
+2% +$30.2K 1.69% 23
2020
Q3 		$1.42M Sell
34,668
-24
-0.1% -$1.02K 1.71% 19
2020
Q2 		$1.38M Sell
34,692
-222
-0.6% -$8.27K 1.56% 17
2020
Q1 		$1.1M Sell
34,914
-1,623
-4% -$57.5K 1.32% 14
2019
Q4 		$1.32M Buy
+36,537
New +$1.25M 1.23% 25

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