LWS
Lucia Wealth Services’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $25K | Hold |
47
| – | – | 0.01% | 172 |
|
|
2020
Q2 | $18K | Buy |
+47
| New | +$18K | ﹤0.01% | 167 |
|
|
2019
Q2 | – | Sell |
-9,134
| Closed | -$1.64M | – | 187 |
|
|
2019
Q1 | $1.64M | Buy |
9,134
+1,753
| +24% | +$315K | 0.56% | 40 |
|
|
2018
Q4 | $985K | Buy |
+7,381
| New | +$985K | 0.46% | 47 |
|