LWS
Lucia Wealth Services’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,092
| Closed | -$847K | – | 167 |
|
|
2019
Q2 | $847K | Sell |
12,092
-3,006
| -20% | -$211K | 0.29% | 62 |
|
|
2019
Q1 | $939K | Buy |
+15,098
| New | +$939K | 0.32% | 65 |
|
|
2018
Q4 | – | Sell |
-3,814
| Closed | -$274K | – | 179 |
|
|
2018
Q3 | $274K | Sell |
3,814
-166
| -4% | -$11.9K | 0.09% | 124 |
|
|
2018
Q2 | $266K | Sell |
3,980
-20,172
| -84% | -$1.35M | 0.12% | 112 |
|
|
2018
Q1 | $1.63M | Buy |
24,152
+8,128
| +51% | +$549K | 0.53% | 68 |
|
|
2017
Q4 | $1.19M | Buy |
+16,024
| New | +$1.19M | 0.53% | 53 |
|