LWS
BLK icon

Lucia Wealth Services’s Blackrock BLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,176
Closed -$462K 190
2018
Q4
$462K Sell
1,176
-937
-44% -$368K 0.22% 79
2018
Q3
$996K Buy
2,113
+256
+14% +$121K 0.31% 77
2018
Q2
$927K Buy
+1,857
New +$927K 0.41% 60