SWA
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SOA Wealth Advisors’s Lemonade LMND Stock Holding History

SOA Wealth Advisors’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-95
Closed -$1.35K – 963
2023
Q1 		$1.35K Hold
95
– – ﹤0.01% 763
2022
Q4 		$1.3K Sell
95
-22
-19% -$435 ﹤0.01% 770
2022
Q3 		$2K Hold
117
– – ﹤0.01% 713
2022
Q2 		$2K Buy
117
+22
+23% +$464 ﹤0.01% 705
2022
Q1 		$2K Hold
95
– – ﹤0.01% 808
2021
Q4 		$4K Hold
95
– – ﹤0.01% 694
2021
Q3 		$6K Hold
95
– – ﹤0.01% 661
2021
Q2 		$10K Hold
95
– – ﹤0.01% 578
2021
Q1 		$8K Hold
95
– – ﹤0.01% 551
2020
Q4 		$14K Buy
+95
New +$7.01K ﹤0.01% 458

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