LWS

Lucia Wealth Services’s Morgan Stanley MS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-21,319	Closed	-$934K	–	172
2019 Q2	$934K	Sell	21,319 -3,413	-14%	-$150K	0.32%	60
2019 Q1	$1.04M	Buy	24,732 +2,349	+10%	+$99.2K	0.36%	62
2018 Q4	$887K	Buy	+22,383	New	+$887K	0.42%	56