LWS
Lucia Wealth Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $194K | Sell |
2,013
-232
| -10% | -$22.4K | 0.05% | 128 |
|
|
2020
Q2 | $211K | Buy |
2,245
+239
| +12% | +$22.5K | 0.06% | 120 |
|
|
2020
Q1 | $181K | Buy |
2,006
+999
| +99% | +$90.1K | 0.06% | 133 |
|
|
2019
Q4 | $140K | Hold |
1,007
| – | – | 0.04% | 126 |
|
|
2019
Q3 | $119K | Hold |
1,007
| – | – | 0.04% | 112 |
|
|
2019
Q2 | $113K | Hold |
1,007
| – | – | 0.04% | 122 |
|
|
2019
Q1 | $102K | Buy |
1,007
+537
| +114% | +$54.4K | 0.04% | 141 |
|
|
2018
Q4 | $46K | Sell |
470
-297
| -39% | -$29.1K | 0.02% | 145 |
|
|
2018
Q3 | $87K | Sell |
767
-18
| -2% | -$2.04K | 0.03% | 166 |
|
|
2018
Q2 | $82K | Buy |
785
+75
| +11% | +$7.83K | 0.04% | 146 |
|
|
2018
Q1 | $78K | Buy |
+710
| New | +$78K | 0.03% | 132 |
|