LWS
Lucia Wealth Services’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,737
| Closed | -$1.74M | – | 193 |
|
|
2018
Q3 | $1.74M | Sell |
7,737
-292
| -4% | -$65.5K | 0.54% | 44 |
|
|
2018
Q2 | $1.77M | Sell |
8,029
-6,699
| -45% | -$1.48M | 0.78% | 31 |
|
|
2018
Q1 | $3.71M | Buy |
14,728
+4,991
| +51% | +$1.26M | 1.2% | 31 |
|
|
2017
Q4 | $2.48M | Buy |
+9,737
| New | +$2.48M | 1.1% | 22 |
|