Lucia Wealth Services’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.17M | Buy |
8,273
+1,445
| +21% | +$378K | 0.51% | 42 |
|
|
2020
Q2 | $1.55M | Sell |
6,828
-1,100
| -14% | -$250K | 0.41% | 43 |
|
|
2020
Q1 | $1.32M | Buy |
7,928
+6,814
| +612% | +$1.14M | 0.44% | 43 |
|
|
2019
Q4 | $229K | Buy |
1,114
+796
| +250% | +$164K | 0.07% | 111 |
|
|
2019
Q3 | $57K | Hold |
318
| – | – | 0.02% | 131 |
|
|
2019
Q2 | $61K | Hold |
318
| – | – | 0.02% | 142 |
|
|
2019
Q1 | $53K | Sell |
318
-345
| -52% | -$57.5K | 0.02% | 159 |
|
|
2018
Q4 | $87K | Buy |
663
+133
| +25% | +$17.5K | 0.04% | 133 |
|
|
2018
Q3 | $87K | Buy |
530
+302
| +132% | +$49.6K | 0.03% | 167 |
|
|
2018
Q2 | $44K | Sell |
228
-31
| -12% | -$5.98K | 0.02% | 169 |
|
|
2018
Q1 | $41K | Sell |
259
-34,594
| -99% | -$5.48M | 0.01% | 150 |
|
|
2017
Q4 | $6.15M | Buy |
+34,853
| New | +$6.15M | 2.72% | 10 |
|