Lucia Wealth Services’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-11,041
Closed -$1.05M 202
2018
Q1
$1.05M Buy
11,041
+5,048
+84% +$479K 0.34% 76
2017
Q4
$628K Buy
+5,993
New +$628K 0.28% 71