LWS
Lucia Wealth Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $25.7M | Buy |
221,722
+167,053
| +306% | +$19.3M | 6.02% | 2 |
|
|
2020
Q2 | $19.9M | Buy |
54,669
+6,474
| +13% | +$2.36M | 5.27% | 3 |
|
|
2020
Q1 | $12.3M | Sell |
48,195
-23,671
| -33% | -$6.02M | 4.05% | 5 |
|
|
2019
Q4 | $21.1M | Sell |
71,866
-6,035
| -8% | -$1.77M | 6.48% | 2 |
|
|
2019
Q3 | $17.4M | Buy |
77,901
+3,465
| +5% | +$776K | 5.81% | 1 |
|
|
2019
Q2 | $14.7M | Sell |
74,436
-3,632
| -5% | -$719K | 5.07% | 3 |
|
|
2019
Q1 | $14.8M | Buy |
78,068
+20,350
| +35% | +$3.87M | 5.08% | 2 |
|
|
2018
Q4 | $9.1M | Sell |
57,718
-11,348
| -16% | -$1.79M | 4.28% | 4 |
|
|
2018
Q3 | $15.6M | Buy |
69,066
+2,074
| +3% | +$468K | 4.86% | 2 |
|
|
2018
Q2 | $12.4M | Buy |
66,992
+1,998
| +3% | +$370K | 5.43% | 2 |
|
|
2018
Q1 | $10.9M | Sell |
64,994
-16,400
| -20% | -$2.75M | 3.54% | 2 |
|
|
2017
Q4 | $13.8M | Buy |
+81,394
| New | +$13.8M | 6.09% | 2 |
|