LWS
Lucia Wealth Services’s NetEase NTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Buy |
2,298
+592
| +35% | +$269K | 0.25% | 70 |
|
|
2020
Q2 | $733K | Sell |
1,706
-139
| -8% | -$59.7K | 0.19% | 83 |
|
|
2020
Q1 | $592K | Buy |
+1,845
| New | +$592K | 0.2% | 92 |
|
|
2018
Q2 | – | Sell |
-7,379
| Closed | -$2.07M | – | 221 |
|
|
2018
Q1 | $2.07M | Buy |
7,379
+1,839
| +33% | +$516K | 0.67% | 59 |
|
|
2017
Q4 | $1.91M | Buy |
+5,540
| New | +$1.91M | 0.85% | 30 |
|