Waldron Private Wealth’s Lyft LYFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,379
| Closed | -$206K | – | 396 |
|
|
2022
Q1 | $206K | Sell |
5,379
-9
| -0.2% | -$345 | 0.01% | 381 |
|
|
2021
Q4 | $230K | Hold |
5,388
| – | – | 0.01% | 346 |
|
|
2021
Q3 | $288K | Sell |
5,388
-391
| -7% | -$20.9K | 0.02% | 284 |
|
|
2021
Q2 | $349K | Buy |
5,779
+400
| +7% | +$24.2K | 0.02% | 248 |
|
|
2021
Q1 | $339K | Hold |
5,379
| – | – | 0.02% | 231 |
|
|
2020
Q4 | $264K | Buy |
+5,379
| New | +$264K | 0.02% | 244 |
|
|
2020
Q1 | – | Sell |
-5,078
| Closed | -$218K | – | 274 |
|
|
2019
Q4 | $218K | Hold |
5,078
| – | – | 0.02% | 250 |
|
|
2019
Q3 | $207K | Buy |
+5,078
| New | +$207K | 0.02% | 238 |
|