LWS
Lucia Wealth Services’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $129K | Buy |
88
+1
| +1% | +$1.47K | 0.03% | 141 |
|
|
2020
Q2 | $123K | Hold |
87
| – | – | 0.03% | 134 |
|
|
2020
Q1 | $101K | Sell |
87
-14
| -14% | -$16.3K | 0.03% | 146 |
|
|
2019
Q4 | $135K | Sell |
101
-13
| -11% | -$17.4K | 0.04% | 127 |
|
|
2019
Q3 | $139K | Buy |
114
+11
| +11% | +$13.4K | 0.05% | 109 |
|
|
2019
Q2 | $112K | Hold |
103
| – | – | 0.04% | 123 |
|
|
2019
Q1 | $121K | Buy |
103
+1
| +1% | +$1.18K | 0.04% | 138 |
|
|
2018
Q4 | $107K | Sell |
102
-1,537
| -94% | -$1.61M | 0.05% | 131 |
|
|
2018
Q3 | $1.98M | Sell |
1,639
-243
| -13% | -$293K | 0.62% | 37 |
|
|
2018
Q2 | $2.13M | Sell |
1,882
-350
| -16% | -$395K | 0.93% | 24 |
|
|
2018
Q1 | $2.32M | Buy |
2,232
+384
| +21% | +$398K | 0.75% | 53 |
|
|
2017
Q4 | $1.95M | Buy |
+1,848
| New | +$1.95M | 0.86% | 29 |
|