WMG Financial Advisors’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,500
| Closed | -$190K | – | 182 |
|
|
2024
Q3 | $190K | Sell |
11,500
-2,600
| -18% | -$42.9K | 0.09% | 164 |
|
|
2024
Q2 | $233K | Sell |
14,100
-3,850
| -21% | -$63.5K | 0.12% | 136 |
|
|
2024
Q1 | $295K | Sell |
17,950
-500
| -3% | -$8.21K | 0.17% | 94 |
|
|
2023
Q4 | $298K | Buy |
18,450
+2,650
| +17% | +$42.7K | 0.19% | 78 |
|
|
2023
Q3 | $184K | Sell |
15,800
-1,000
| -6% | -$11.6K | 0.16% | 96 |
|
|
2023
Q2 | $283K | Buy |
16,800
+2,830
| +20% | +$47.7K | 0.21% | 82 |
|
|
2023
Q1 | $199K | Sell |
13,970
-9,050
| -39% | -$129K | 0.17% | 111 |
|
|
2022
Q4 | $315K | Hold |
23,020
| – | – | 0.27% | 78 |
|
|
2022
Q3 | $488K | Hold |
23,020
| – | – | 0.44% | 61 |
|
|
2022
Q2 | $419K | Hold |
23,020
| – | – | 0.36% | 67 |
|
|
2022
Q1 | $607K | Buy |
23,020
+3,350
| +17% | +$88.3K | 0.45% | 56 |
|
|
2021
Q4 | $828K | Buy |
+19,670
| New | +$828K | 0.65% | 39 |
|