Lucia Wealth Services’s IBM IBM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$8.94M	Buy
2020 Q2	$8.41M	Buy
2020 Q1	$6.82M	Buy
2019 Q4	$46K	Hold
2019 Q3	$50K	Sell
2019 Q2	$66K	Hold
2019 Q1	$67K	Buy
2018 Q4	$21K	Sell
2018 Q3	$61K	Buy
2018 Q2	$52K	Sell
2018 Q1	$64K	Buy