LWS
Lucia Wealth Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.59M | Buy |
10,312
+2,787
| +37% | +$701K | 0.61% | 33 |
|
|
2020
Q2 | $1.41M | Buy |
7,525
+1,043
| +16% | +$195K | 0.37% | 47 |
|
|
2020
Q1 | $933K | Sell |
6,482
-3,629
| -36% | -$522K | 0.31% | 55 |
|
|
2019
Q4 | $1.64M | Buy |
10,111
+1,291
| +15% | +$210K | 0.5% | 41 |
|
|
2019
Q3 | $1.31M | Buy |
8,820
+7,782
| +750% | +$1.15M | 0.44% | 49 |
|
|
2019
Q2 | $157K | Sell |
1,038
-11,469
| -92% | -$1.73M | 0.05% | 113 |
|
|
2019
Q1 | $1.98M | Buy |
12,507
+811
| +7% | +$128K | 0.68% | 34 |
|
|
2018
Q4 | $1.6M | Sell |
11,696
-6,993
| -37% | -$958K | 0.75% | 31 |
|
|
2018
Q3 | $2.97M | Sell |
18,689
-1,910
| -9% | -$304K | 0.93% | 29 |
|
|
2018
Q2 | $2.81M | Buy |
+20,599
| New | +$2.81M | 1.23% | 18 |
|