Lionsbridge Wealth Management’s cbdMD YCBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-835
| Closed | -$624K | – | 56 |
|
|
2021
Q3 | $624K | Hold |
835
| – | – | 0.67% | 46 |
|
|
2021
Q2 | $871K | Hold |
835
| – | – | 0.93% | 44 |
|
|
2021
Q1 | $1.24M | Hold |
835
| – | – | 1.21% | 38 |
|
|
2020
Q4 | $886K | Hold |
835
| – | – | 0.96% | 43 |
|
|
2020
Q3 | $600K | Hold |
835
| – | – | 0.72% | 42 |
|
|
2020
Q2 | $573K | Hold |
835
| – | – | 0.65% | 42 |
|
|
2020
Q1 | $279K | Buy |
835
+417
| +100% | +$139K | 0.33% | 35 |
|
|
2019
Q4 | $341K | Buy |
+418
| New | +$341K | 0.32% | 45 |
|