LWS
Lucia Wealth Services’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $63K | Sell |
393
-24
| -6% | -$3.85K | 0.01% | 154 |
|
|
2020
Q2 | $65K | Hold |
417
| – | – | 0.02% | 149 |
|
|
2020
Q1 | $57K | Hold |
417
| – | – | 0.02% | 162 |
|
|
2019
Q4 | $74K | Sell |
417
-120
| -22% | -$21.3K | 0.02% | 143 |
|
|
2019
Q3 | $88K | Sell |
537
-347
| -39% | -$56.9K | 0.03% | 121 |
|
|
2019
Q2 | $153K | Hold |
884
| – | – | 0.05% | 114 |
|
|
2019
Q1 | $184K | Buy |
884
+807
| +1,048% | +$168K | 0.06% | 124 |
|
|
2018
Q4 | $15K | Sell |
77
-954
| -93% | -$186K | 0.01% | 157 |
|
|
2018
Q3 | $217K | Buy |
1,031
+10
| +1% | +$2.11K | 0.07% | 142 |
|
|
2018
Q2 | $201K | Buy |
1,021
+4
| +0.4% | +$787 | 0.09% | 129 |
|
|
2018
Q1 | $223K | Buy |
1,017
+162
| +19% | +$35.5K | 0.07% | 105 |
|
|
2017
Q4 | $201K | Buy |
+855
| New | +$201K | 0.09% | 118 |
|