LWS

Lucia Wealth Services’s Oracle ORCL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-237	Closed	-$10K	–	229
2018 Q2	$10K	Sell	237 -53	-18%	-$2.24K	﹤0.01%	191
2018 Q1	$13K	Sell	290 -10,148	-97%	-$455K	﹤0.01%	183
2017 Q4	$494K	Buy	+10,438	New	+$494K	0.22%	82