Lucia Wealth Services’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $153K | Buy |
601
+14
| +2% | +$3.56K | 0.04% | 136 |
|
|
2020
Q2 | $138K | Buy |
+587
| New | +$138K | 0.04% | 133 |
|
|
2019
Q1 | – | Sell |
-2,498
| Closed | -$486K | – | 188 |
|
|
2018
Q4 | $486K | Sell |
2,498
-1,636
| -40% | -$318K | 0.23% | 75 |
|
|
2018
Q3 | $857K | Sell |
4,134
-301
| -7% | -$62.4K | 0.27% | 83 |
|
|
2018
Q2 | $819K | Buy |
+4,435
| New | +$819K | 0.36% | 66 |
|