Mark Sheptoff Financial Planning’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-400
| Closed | -$11K | – | 409 |
|
|
2022
Q1 | $11K | Hold |
400
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $17K | Hold |
400
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $27K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2021
Q2 | $44K | Hold |
400
| – | – | 0.02% | 201 |
|
|
2021
Q1 | $37K | Sell |
400
-450
| -53% | -$41.6K | 0.02% | 188 |
|
|
2020
Q4 | $104K | Buy |
+850
| New | +$104K | 0.06% | 129 |
|