Lucia Wealth Services’s Reality Shares DIVCON Dividend Guard ETF GARD Stock Holding History

Lucia Wealth Services’s Portfolio GARD Stock Details GARD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-116,572	Closed	-$3.13M	–	216
2019 Q4	$3.13M	Sell	116,572 -15,094	-11%	-$387K	0.96%	26
2019 Q3	$3.23M	Sell	131,666 -7,673	-6%	-$186K	1.08%	26
2019 Q2	$3.37M	Buy	139,339 +508	+0.4%	+$12.1K	1.16%	25
2019 Q1	$3.36M	Buy	138,831 +17,738	+15%	+$423K	1.15%	22
2018 Q4	$2.91M	Sell	121,093 -37,158	-23%	-$893K	1.37%	22
2018 Q3	$4.11M	Buy	+158,251	New	+$4.07M	1.28%	22

Lucia Wealth Services's GARD Position: Q1 2020 in Review

Lucia Wealth Services sold out of Reality Shares DIVCON Dividend Guard ETF (GARD) in Q1 2020, closing a stake of 116,572 shares — an estimated $3.13M sold.

Lucia Wealth Services first reported a position in GARD in Q3 2018 and held it in 6 quarters. The position peaked at $4.11M in Q3 2018. 0 funds tracked by Wall St. Rank hold GARD as of Q1 2020.

Lucia Wealth Services reported no remaining Reality Shares DIVCON Dividend Guard ETF position as of Q1 2020 after selling out during the quarter.
Lucia Wealth Services sold 116,572 Reality Shares DIVCON Dividend Guard ETF shares in Q1 2020, an estimated $3.13M.
Lucia Wealth Services first reported a position in Reality Shares DIVCON Dividend Guard ETF in Q3 2018 and held it in 6 quarters.
Lucia Wealth Services's Reality Shares DIVCON Dividend Guard ETF position peaked at $4.11M in Q3 2018.
0 funds tracked by Wall St. Rank held Reality Shares DIVCON Dividend Guard ETF as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.