LWS

Lucia Wealth Services’s FedEx FDX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,125	Closed	-$665K	–	195
2018 Q4	$665K	Sell	4,125 -1,693	-29%	-$273K	0.31%	66
2018 Q3	$1.4M	Buy	5,818 +860	+17%	+$207K	0.44%	56
2018 Q2	$1.13M	Buy	+4,958	New	+$1.13M	0.49%	50