LWS
SHPG

Lucia Wealth Services’s Shire pic SHPG Stock Holding History

Lucia Wealth Services’s Portfolio SHPG Stock Details SHPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-19,176
Closed -$2.87M – 234
2018
Q1 		$2.87M Buy
19,176
+9,270
+94% +$1.38M 0.93% 39
2017
Q4 		$1.54M Buy
+9,906
New +$1.54M 0.68% 41