LWS
Lucia Wealth Services’s Broadcom AVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $823K | Buy |
2,258
+223
| +11% | +$81.3K | 0.19% | 87 |
|
|
2020
Q2 | $642K | Sell |
2,035
-639
| -24% | -$202K | 0.17% | 94 |
|
|
2020
Q1 | $634K | Buy |
2,674
+107
| +4% | +$25.4K | 0.21% | 89 |
|
|
2019
Q4 | $811K | Buy |
2,567
+412
| +19% | +$130K | 0.25% | 70 |
|
|
2019
Q3 | $595K | Buy |
2,155
+455
| +27% | +$126K | 0.2% | 80 |
|
|
2019
Q2 | $489K | Sell |
1,700
-1,189
| -41% | -$342K | 0.17% | 87 |
|
|
2019
Q1 | $869K | Buy |
2,889
+1,046
| +57% | +$315K | 0.3% | 67 |
|
|
2018
Q4 | $469K | Sell |
1,843
-1,430
| -44% | -$364K | 0.22% | 77 |
|
|
2018
Q3 | $808K | Buy |
3,273
+1,443
| +79% | +$356K | 0.25% | 86 |
|
|
2018
Q2 | $444K | Sell |
1,830
-8,052
| -81% | -$1.95M | 0.19% | 91 |
|
|
2018
Q1 | $2.33M | Buy |
9,882
+2,692
| +37% | +$634K | 0.76% | 51 |
|
|
2017
Q4 | $1.85M | Buy |
+7,190
| New | +$1.85M | 0.82% | 32 |
|