Lucia Wealth Services’s iShares US Equity Factor ETF LRGF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$285K Hold
2020
Q2
$267K Sell
2020
Q1
$2.44M Sell
2019
Q4
$6.94M Sell
2019
Q3
$7.86M Sell
2019
Q2
$8.63M Sell
2019
Q1
$10.6M Buy
2018
Q4
$8.02M Sell
2018
Q3
$13.1M Buy