SMDAM
Sumitomo Mitsui DS Asset Management’s Lufax Holding LU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,837
| Closed | -$20K | – | 797 |
|
|
2023
Q3 | $20K | Hold |
18,837
| – | – | ﹤0.01% | 778 |
|
|
2023
Q2 | $26.9K | Hold |
18,837
| – | – | ﹤0.01% | 777 |
|
|
2023
Q1 | $38.4K | Hold |
18,837
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $36.5K | Hold |
18,837
| – | – | ﹤0.01% | 767 |
|
|
2022
Q3 | $48K | Hold |
18,837
| – | – | ﹤0.01% | 758 |
|
|
2022
Q2 | $113K | Buy |
18,837
+6,677
| +55% | +$40.1K | ﹤0.01% | 752 |
|
|
2022
Q1 | $68K | Buy |
+12,160
| New | +$68K | ﹤0.01% | 767 |
|