PDS Planning’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,429
| Closed | -$64.3K | – | 460 |
|
|
2024
Q3 | $64.3K | Hold |
18,429
| – | – | 0.01% | 435 |
|
|
2024
Q2 | $43.7K | Hold |
18,429
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $77.8K | Buy |
+18,429
| New | +$77.8K | 0.01% | 386 |
|
|
2023
Q2 | – | Sell |
-3,334
| Closed | -$27.2K | – | 344 |
|
|
2023
Q1 | $27.2K | Buy |
+3,334
| New | +$27.2K | ﹤0.01% | 302 |
|