Pinnacle Wealth Planning Services’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 |
-45,991
| Closed | -$161K | – | 494 |
|
|
2024
Q3 | $161K | Hold |
45,991
| – | – | 0.02% | 480 |
|
|
2024
Q2 | $109K | Hold |
45,991
| – | – | 0.02% | 474 |
|
|
2024
Q1 | $194K | Buy |
+45,991
| New | +$194K | 0.03% | 436 |
|
|
2023
Q2 | – | Sell |
-5,633
| Closed | -$46K | – | 488 |
|
|
2023
Q1 | $46K | Buy |
+5,633
| New | +$46K | 0.01% | 463 |
|