LCM
Lucas Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,280
| Closed | -$208K | – | 75 |
|
|
2018
Q2 | $208K | Buy |
+1,280
| New | +$208K | 0.2% | 92 |
|
|
2018
Q1 | – | Sell |
-1,280
| Closed | -$202K | – | 101 |
|
|
2017
Q4 | $202K | Sell |
1,280
-100
| -7% | -$15.8K | 0.18% | 103 |
|
|
2017
Q3 | $206K | Buy |
+1,380
| New | +$206K | 0.18% | 98 |
|