Lucia Wealth Services’s Allergan plc AGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,810
| Closed | -$910K | – | 204 |
|
|
2018
Q4 | $910K | Buy |
6,810
+4,640
| +214% | +$620K | 0.43% | 53 |
|
|
2018
Q3 | $413K | Sell |
2,170
-390
| -15% | -$74.2K | 0.13% | 107 |
|
|
2018
Q2 | $427K | Sell |
2,560
-12,547
| -83% | -$2.09M | 0.19% | 92 |
|
|
2018
Q1 | $2.54M | Buy |
15,107
+7,747
| +105% | +$1.3M | 0.83% | 47 |
|
|
2017
Q4 | $1.2M | Buy |
+7,360
| New | +$1.2M | 0.53% | 52 |
|