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 |
|