Lucia Wealth Services’s Check Point Software Technologies CHKP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,937
Closed -$245K 176
2019
Q1
$245K Sell
1,937
-125
-6% -$15.8K 0.08% 114
2018
Q4
$212K Sell
2,062
-1,100
-35% -$113K 0.1% 110
2018
Q3
$372K Sell
3,162
-1,481
-32% -$174K 0.12% 109
2018
Q2
$454K Sell
4,643
-25,912
-85% -$2.53M 0.2% 90
2018
Q1
$3.04M Buy
30,555
+14,571
+91% +$1.45M 0.99% 36
2017
Q4
$1.66M Buy
+15,984
New +$1.66M 0.73% 36