Lucia Wealth Services’s Salesforce CRM Stock Holding History

Lucia Wealth Services’s Portfolio CRM Stock Details CRM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2.59M	Buy
2020 Q2	$1.41M	Buy
2020 Q1	$933K	Sell
2019 Q4	$1.64M	Buy
2019 Q3	$1.31M	Buy
2019 Q2	$157K	Sell
2019 Q1	$1.98M	Buy
2018 Q4	$1.6M	Sell
2018 Q3	$2.97M	Sell
2018 Q2	$2.81M	Buy