WCA
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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