LWS
DATA

Lucia Wealth Services’s Tableau Software, Inc. DATA Stock Holding History

Lucia Wealth Services’s Portfolio DATA Stock Details DATA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,947
Closed -$1.49M – 182
2019
Q2 		$1.49M Sell
8,947
-2,122
-19% -$352K 0.51% 38
2019
Q1 		$1.41M Buy
+11,069
New +$1.41M 0.48% 47