LWS
Lucia Wealth Services’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.02M | Buy |
11,626
+627
| +6% | +$54.9K | 0.24% | 72 |
|
|
2020
Q2 | $1.08M | Buy |
10,999
+816
| +8% | +$80.1K | 0.29% | 60 |
|
|
2020
Q1 | $776K | Sell |
10,183
-1,006
| -9% | -$76.7K | 0.26% | 66 |
|
|
2019
Q4 | $991K | Buy |
11,189
+1,270
| +13% | +$112K | 0.3% | 62 |
|
|
2019
Q3 | $751K | Buy |
9,919
+1,114
| +13% | +$84.3K | 0.25% | 68 |
|
|
2019
Q2 | $640K | Sell |
8,805
-1,924
| -18% | -$140K | 0.22% | 71 |
|
|
2019
Q1 | $865K | Buy |
10,729
+4,608
| +75% | +$372K | 0.3% | 69 |
|
|
2018
Q4 | $564K | Sell |
6,121
-4,438
| -42% | -$409K | 0.27% | 72 |
|
|
2018
Q3 | $999K | Sell |
10,559
-2,346
| -18% | -$222K | 0.31% | 75 |
|
|
2018
Q2 | $1.2M | Buy |
12,905
+4,510
| +54% | +$418K | 0.52% | 49 |
|
|
2018
Q1 | $795K | Buy |
8,395
+2,693
| +47% | +$255K | 0.26% | 87 |
|
|
2017
Q4 | $551K | Buy |
+5,702
| New | +$551K | 0.24% | 75 |
|