LWS
Lucia Wealth Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-356
| Closed | -$10K | – | 166 |
|
|
2019
Q2 | $10K | Hold |
356
| – | – | ﹤0.01% | 165 |
|
|
2019
Q1 | $10K | Sell |
356
-28,634
| -99% | -$804K | ﹤0.01% | 179 |
|
|
2018
Q4 | $714K | Sell |
28,990
-17,886
| -38% | -$441K | 0.34% | 64 |
|
|
2018
Q3 | $1.38M | Sell |
46,876
-4,447
| -9% | -$131K | 0.43% | 57 |
|
|
2018
Q2 | $1.45M | Buy |
+51,323
| New | +$1.45M | 0.63% | 43 |
|