LWS
Lucia Wealth Services’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.39M | Buy |
8,807
+1,860
| +27% | +$293K | 0.33% | 57 |
|
|
2020
Q2 | $986K | Sell |
6,947
-958
| -12% | -$136K | 0.26% | 65 |
|
|
2020
Q1 | $853K | Sell |
7,905
-144
| -2% | -$15.5K | 0.28% | 62 |
|
|
2019
Q4 | $1.24M | Buy |
8,049
+329
| +4% | +$50.8K | 0.38% | 57 |
|
|
2019
Q3 | $1.15M | Sell |
7,720
-978
| -11% | -$146K | 0.38% | 52 |
|
|
2019
Q2 | $1.4M | Buy |
8,698
+1,677
| +24% | +$270K | 0.48% | 42 |
|
|
2019
Q1 | $1.01M | Buy |
+7,021
| New | +$1.01M | 0.35% | 64 |
|
|
2018
Q4 | – | Sell |
-1,792
| Closed | -$232K | – | 197 |
|
|
2018
Q3 | $232K | Sell |
1,792
-456
| -20% | -$59K | 0.07% | 136 |
|
|
2018
Q2 | $224K | Sell |
2,248
-16,608
| -88% | -$1.65M | 0.1% | 124 |
|
|
2018
Q1 | $1.85M | Buy |
18,856
+5,670
| +43% | +$556K | 0.6% | 62 |
|
|
2017
Q4 | $1.29M | Buy |
+13,186
| New | +$1.29M | 0.57% | 47 |
|