Lucia Wealth Services’s CyberArk CYBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$2.45M Buy
23,723
+6,562
+38% +$679K 0.58% 37
2020
Q2
$1.7M Buy
17,161
+360
+2% +$35.7K 0.45% 39
2020
Q1
$1.44M Buy
16,801
+3,159
+23% +$270K 0.48% 37
2019
Q4
$1.59M Buy
13,642
+68
+0.5% +$7.93K 0.49% 43
2019
Q3
$1.36M Buy
13,574
+3,243
+31% +$324K 0.45% 44
2019
Q2
$1.32M Sell
10,331
-4,443
-30% -$568K 0.45% 46
2019
Q1
$1.76M Sell
14,774
-3,299
-18% -$393K 0.6% 35
2018
Q4
$1.34M Sell
18,073
-10,320
-36% -$765K 0.63% 40
2018
Q3
$2.27M Sell
28,393
-2,676
-9% -$214K 0.71% 33
2018
Q2
$1.96M Buy
+31,069
New +$1.96M 0.86% 29