Principal Financial Group’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,423
| Closed | -$86.6K | – | 2442 |
|
|
2023
Q3 | $86.6K | Buy |
20,423
+1,362
| +7% | +$5.78K | ﹤0.01% | 2304 |
|
|
2023
Q2 | $109K | Hold |
19,061
| – | – | ﹤0.01% | 2279 |
|
|
2023
Q1 | $156K | Buy |
19,061
+1,361
| +8% | +$11.1K | ﹤0.01% | 2227 |
|
|
2022
Q4 | $137K | Buy |
17,700
+1,114
| +7% | +$8.64K | ﹤0.01% | 2252 |
|
|
2022
Q3 | $169K | Hold |
16,586
| – | – | ﹤0.01% | 2238 |
|
|
2022
Q2 | $398K | Buy |
+16,586
| New | +$398K | ﹤0.01% | 2113 |
|