Whittier Trust’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29
| Closed | -$467 | – | 1537 |
|
|
2023
Q4 | $467 | Hold |
29
| – | – | ﹤0.01% | 1476 |
|
|
2023
Q3 | $336 | Hold |
29
| – | – | ﹤0.01% | 1600 |
|
|
2023
Q2 | $488 | Hold |
29
| – | – | ﹤0.01% | 1518 |
|
|
2023
Q1 | $413 | Hold |
29
| – | – | ﹤0.01% | 1566 |
|
|
2022
Q4 | $396 | Hold |
29
| – | – | ﹤0.01% | 1584 |
|
|
2022
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1610 |
|