LWS
Lucia Wealth Services’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.77M | Buy |
29,711
+3,230
| +12% | +$192K | 0.41% | 48 |
|
|
2020
Q2 | $1.6M | Buy |
26,481
+1,236
| +5% | +$74.7K | 0.42% | 41 |
|
|
2020
Q1 | $1.16M | Buy |
+25,245
| New | +$1.16M | 0.38% | 46 |
|
|
2018
Q4 | – | Sell |
-5,345
| Closed | -$207K | – | 173 |
|
|
2018
Q3 | $207K | Sell |
5,345
-22,853
| -81% | -$885K | 0.06% | 145 |
|
|
2018
Q2 | $1.3M | Sell |
28,198
-54,598
| -66% | -$2.52M | 0.57% | 47 |
|
|
2018
Q1 | $4.6M | Buy |
82,796
+21,817
| +36% | +$1.21M | 1.49% | 21 |
|
|
2017
Q4 | $3.12M | Buy |
+60,979
| New | +$3.12M | 1.38% | 18 |
|