PFO
Pathstone Family Office’s Lyft LYFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $290K | Buy |
27,140
+9,451
| +53% | +$101K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $173K | Buy |
17,689
+1,812
| +11% | +$17.7K | ﹤0.01% | 1159 |
|
|
2023
Q1 | $147K | Sell |
15,877
-15,877
| -50% | -$147K | ﹤0.01% | 1112 |
|
|
2022
Q4 | $92.1K | Sell |
31,754
-3,582
| -10% | -$10.4K | ﹤0.01% | 1444 |
|
|
2022
Q3 | $474K | Buy |
35,336
+14,461
| +69% | +$194K | ﹤0.01% | 1092 |
|
|
2022
Q2 | $277K | Buy |
20,875
+4,569
| +28% | +$60.7K | 0.01% | 828 |
|
|
2022
Q1 | $626K | Hold |
16,306
| – | – | 0.01% | 465 |
|
|
2021
Q4 | $696K | Buy |
16,306
+429
| +3% | +$18.3K | 0.02% | 434 |
|
|
2021
Q3 | $851K | Buy |
15,877
+617
| +4% | +$33.1K | 0.02% | 341 |
|
|
2021
Q2 | $923K | Hold |
15,260
| – | – | 0.03% | 290 |
|
|
2021
Q1 | $964K | Sell |
15,260
-40
| -0.3% | -$2.53K | 0.03% | 212 |
|
|
2020
Q4 | $752K | Buy |
15,300
+300
| +2% | +$14.7K | 0.03% | 138 |
|
|
2020
Q3 | $413K | Hold |
15,000
| – | – | 0.04% | 130 |
|
|
2020
Q2 | $495K | Hold |
15,000
| – | – | 0.06% | 109 |
|
|
2020
Q1 | $403K | Sell |
15,000
-3,110
| -17% | -$83.6K | 0.06% | 110 |
|
|
2019
Q4 | $7.79M | Sell |
18,110
-240
| -1% | -$103K | 0.08% | 82 |
|
|
2019
Q3 | $750K | Buy |
18,350
+18,110
| +7,546% | +$740K | 0.1% | 77 |
|
|
2019
Q2 | $16K | Buy |
+240
| New | +$16K | ﹤0.01% | 472 |
|