LWS
Lucia Wealth Services’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $15M | Buy |
10,180
+349
| +4% | +$513K | 3.51% | 8 |
|
|
2020
Q2 | $13.9M | Buy |
9,831
+1,251
| +15% | +$1.77M | 3.67% | 9 |
|
|
2020
Q1 | $9.98M | Buy |
8,580
+96
| +1% | +$112K | 3.3% | 10 |
|
|
2019
Q4 | $11.3M | Buy |
8,484
+213
| +3% | +$285K | 3.48% | 8 |
|
|
2019
Q3 | $10.1M | Buy |
8,271
+529
| +7% | +$645K | 3.36% | 8 |
|
|
2019
Q2 | $8.37M | Sell |
7,742
-25
| -0.3% | -$27K | 2.88% | 11 |
|
|
2019
Q1 | $9.11M | Buy |
7,767
+2,884
| +59% | +$3.38M | 3.12% | 9 |
|
|
2018
Q4 | $5.06M | Sell |
4,883
-886
| -15% | -$918K | 2.38% | 13 |
|
|
2018
Q3 | $6.89M | Buy |
5,769
+435
| +8% | +$519K | 2.14% | 14 |
|
|
2018
Q2 | $5.95M | Buy |
5,334
+5,264
| +7,520% | +$5.87M | 2.61% | 10 |
|
|
2018
Q1 | $72K | Buy |
+70
| New | +$72K | 0.02% | 135 |
|