WCA
Windsor Creek Advisors’s Lufax Holding LU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-421,045
| Closed | -$4.76M | – | 133 |
|
2021
Q2 | $4.76M | Buy |
421,045
+48,763
| +13% | +$551K | 1.23% | 12 |
|
2021
Q1 | $5.41M | Buy |
372,282
+279,882
| +303% | +$4.06M | 1.42% | 13 |
|
2020
Q4 | $1.31M | Buy |
+92,400
| New | +$1.31M | 0.33% | 61 |
|