LWS
Lucia Wealth Services’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $988K | Buy |
2,741
+178
| +7% | +$64.2K | 0.23% | 75 |
|
|
2020
Q2 | $844K | Sell |
2,563
-78
| -3% | -$25.7K | 0.22% | 75 |
|
|
2020
Q1 | $647K | Sell |
2,641
-36
| -1% | -$8.82K | 0.21% | 85 |
|
|
2019
Q4 | $731K | Sell |
2,677
-138
| -5% | -$37.7K | 0.22% | 76 |
|
|
2019
Q3 | $690K | Sell |
2,815
-211
| -7% | -$51.7K | 0.23% | 75 |
|
|
2019
Q2 | $689K | Sell |
3,026
-444
| -13% | -$101K | 0.24% | 69 |
|
|
2019
Q1 | $731K | Buy |
3,470
+1,453
| +72% | +$306K | 0.25% | 76 |
|
|
2018
Q4 | $343K | Sell |
2,017
-1,571
| -44% | -$267K | 0.16% | 89 |
|
|
2018
Q3 | $701K | Sell |
3,588
-90
| -2% | -$17.6K | 0.22% | 94 |
|
|
2018
Q2 | $750K | Sell |
3,678
-1,262
| -26% | -$257K | 0.33% | 70 |
|
|
2018
Q1 | $944K | Buy |
4,940
+1,812
| +58% | +$346K | 0.31% | 83 |
|
|
2017
Q4 | $530K | Buy |
+3,128
| New | +$530K | 0.23% | 77 |
|