Veritable’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$143K | – | 911 |
|
|
2023
Q1 | $143K | Sell |
10,000
-305
| -3% | -$4.35K | ﹤0.01% | 867 |
|
|
2022
Q4 | $141K | Sell |
10,305
-834
| -7% | -$11.4K | ﹤0.01% | 838 |
|
|
2022
Q3 | $236K | Sell |
11,139
-15
| -0.1% | -$318 | ﹤0.01% | 702 |
|
|
2022
Q2 | $204K | Sell |
11,154
-4,485
| -29% | -$82K | ﹤0.01% | 816 |
|
|
2022
Q1 | $412K | Buy |
15,639
+5,380
| +52% | +$142K | 0.01% | 616 |
|
|
2021
Q4 | $432K | Sell |
10,259
-151
| -1% | -$6.36K | 0.01% | 599 |
|
|
2021
Q3 | $698K | Buy |
10,410
+305
| +3% | +$20.5K | 0.01% | 465 |
|
|
2021
Q2 | $1.11M | Buy |
10,105
+936
| +10% | +$102K | 0.02% | 359 |
|
|
2021
Q1 | $854K | Buy |
9,169
+69
| +0.8% | +$6.43K | 0.01% | 389 |
|
|
2020
Q4 | $1.12M | Sell |
9,100
-94
| -1% | -$11.5K | 0.02% | 312 |
|
|
2020
Q3 | $457K | Buy |
+9,194
| New | +$457K | 0.01% | 473 |
|