Weatherly Asset Management’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
-9,035
Closed -$347K 189
2022
Q1
$347K Hold
9,035
0.04% 168
2021
Q4
$386K Sell
9,035
-3,325
-27% -$142K 0.04% 158
2021
Q3
$662K Sell
12,360
-1,325
-10% -$71K 0.08% 129
2021
Q2
$828K Buy
13,685
+8,590
+169% +$520K 0.1% 120
2021
Q1
$322K Buy
+5,095
New +$322K 0.04% 161