ALWM
Andrews Lucia Wealth Management’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,715
| Closed | -$326K | – | 29 |
|
|
2023
Q3 | $326K | Sell |
6,715
-200
| -3% | -$9.72K | 0.28% | 23 |
|
|
2023
Q2 | $345K | Hold |
6,915
| – | – | 0.29% | 22 |
|
|
2023
Q1 | $378K | Hold |
6,915
| – | – | 0.33% | 21 |
|
|
2022
Q4 | $424K | Hold |
6,915
| – | – | 0.39% | 19 |
|
|
2022
Q3 | $392K | Buy |
6,915
+4,390
| +174% | +$249K | 0.41% | 22 |
|
|
2022
Q2 | $450K | Hold |
2,525
| – | – | 0.43% | 15 |
|
|
2022
Q1 | $450K | Hold |
2,525
| – | – | 0.4% | 16 |
|
|
2021
Q4 | $530K | Buy |
+2,525
| New | +$530K | 0.48% | 15 |
|