LWS
Lucia Wealth Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8.94M | Buy |
73,511
+3,876
| +6% | +$472K | 2.1% | 15 |
|
|
2020
Q2 | $8.41M | Buy |
69,635
+8,120
| +13% | +$981K | 2.22% | 14 |
|
|
2020
Q1 | $6.82M | Buy |
61,515
+61,170
| +17,730% | +$6.79M | 2.26% | 16 |
|
|
2019
Q4 | $46K | Hold |
345
| – | – | 0.01% | 157 |
|
|
2019
Q3 | $50K | Sell |
345
-131
| -28% | -$19K | 0.02% | 136 |
|
|
2019
Q2 | $66K | Hold |
476
| – | – | 0.02% | 137 |
|
|
2019
Q1 | $67K | Buy |
476
+295
| +163% | +$41.5K | 0.02% | 154 |
|
|
2018
Q4 | $21K | Sell |
181
-224
| -55% | -$26K | 0.01% | 152 |
|
|
2018
Q3 | $61K | Buy |
405
+32
| +9% | +$4.82K | 0.02% | 183 |
|
|
2018
Q2 | $52K | Sell |
373
-45
| -11% | -$6.27K | 0.02% | 164 |
|
|
2018
Q1 | $64K | Buy |
+418
| New | +$64K | 0.02% | 139 |
|