LWS

Lucia Wealth Services’s Diageo DEO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,384	Closed	-$196K	–	183
2018 Q3	$196K	Sell	1,384 -175	-11%	-$24.8K	0.06%	148
2018 Q2	$225K	Buy	+1,559	New	+$225K	0.1%	123