WMG Financial Advisors’s Lucid Motors LCID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,235
| Closed | -$84.4K | – | 135 |
|
|
2022
Q4 | $84.4K | Sell |
1,235
-438
| -26% | -$29.9K | 0.07% | 129 |
|
|
2022
Q3 | $234K | Hold |
1,673
| – | – | 0.21% | 108 |
|
|
2022
Q2 | $287K | Buy |
1,673
+38
| +2% | +$6.52K | 0.25% | 93 |
|
|
2022
Q1 | $415K | Hold |
1,635
| – | – | 0.31% | 80 |
|
|
2021
Q4 | $621K | Buy |
+1,635
| New | +$621K | 0.48% | 50 |
|