LWS
Lucia Wealth Services’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,350
| Closed | -$619K | – | 191 |
|
|
2019
Q4 | $619K | Buy |
13,350
+1,320
| +11% | +$61.2K | 0.19% | 84 |
|
|
2019
Q3 | $494K | Sell |
12,030
-174
| -1% | -$7.15K | 0.16% | 85 |
|
|
2019
Q2 | $498K | Sell |
12,204
-2,070
| -15% | -$84.5K | 0.17% | 85 |
|
|
2019
Q1 | $616K | Buy |
14,274
+7,283
| +104% | +$314K | 0.21% | 90 |
|
|
2018
Q4 | $286K | Sell |
6,991
-5,624
| -45% | -$230K | 0.13% | 100 |
|
|
2018
Q3 | $634K | Sell |
12,615
-299
| -2% | -$15K | 0.2% | 95 |
|
|
2018
Q2 | $592K | Sell |
12,914
-26
| -0.2% | -$1.19K | 0.26% | 79 |
|
|
2018
Q1 | $561K | Buy |
12,940
+5,767
| +80% | +$250K | 0.18% | 98 |
|
|
2017
Q4 | $287K | Buy |
+7,173
| New | +$287K | 0.13% | 106 |
|