Lucia Wealth Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $25.7M | Buy |
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|
2020
Q2 | $19.9M | Buy |
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|
2020
Q1 | $12.3M | Sell |
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|
2019
Q4 | $21.1M | Sell |
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|
2019
Q3 | $17.4M | Buy |
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|
2019
Q2 | $14.7M | Sell |
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|
2019
Q1 | $14.8M | Buy |
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|
2018
Q4 | $9.1M | Sell |
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|
2018
Q3 | $15.6M | Buy |
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|
2018
Q2 | $12.4M | Buy |
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|
2018
Q1 | $10.9M | Sell |
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|
2017
Q4 | $13.8M | Buy |
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