Valeo Financial Advisors’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,057
| Closed | -$344K | – | 548 |
|
|
2022
Q1 | $344K | Buy |
13,057
+7,140
| +121% | +$188K | 0.02% | 392 |
|
|
2021
Q4 | $249K | Buy |
5,917
+2,595
| +78% | +$109K | 0.01% | 442 |
|
|
2021
Q3 | $223K | Buy |
3,322
+100
| +3% | +$6.71K | 0.01% | 449 |
|
|
2021
Q2 | $353K | Buy |
3,222
+5
| +0.2% | +$548 | 0.02% | 315 |
|
|
2021
Q1 | $300K | Buy |
3,217
+1,752
| +120% | +$163K | 0.01% | 347 |
|
|
2020
Q4 | $179K | Buy |
1,465
+810
| +124% | +$99K | 0.01% | 428 |
|
|
2020
Q3 | $33K | Buy |
+655
| New | +$33K | ﹤0.01% | 755 |
|