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Lucia Wealth Services’s Aptiv APTV Stock Holding History

Lucia Wealth Services’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,882
Closed -$938K – 192
2019
Q4 		$938K Sell
9,882
-2,522
-20% -$231K 0.29% 66
2019
Q3 		$1.08M Buy
12,404
+237
+2% +$19.8K 0.36% 55
2019
Q2 		$983K Sell
12,167
-3,299
-21% -$261K 0.34% 58
2019
Q1 		$1.23M Buy
15,466
+1,652
+12% +$127K 0.42% 53
2018
Q4 		$851K Sell
13,814
-5,406
-28% -$392K 0.4% 57
2018
Q3 		$1.61M Buy
+19,220
New +$1.76M 0.5% 48

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