Lucia Wealth Services’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $988K | Buy |
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|
2020
Q2 | $844K | Sell |
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $731K | Sell |
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|
2019
Q3 | $690K | Sell |
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|
2019
Q2 | $689K | Sell |
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|
2019
Q1 | $731K | Buy |
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|
2018
Q4 | $343K | Sell |
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|
2018
Q3 | $701K | Sell |
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|
2018
Q2 | $750K | Sell |
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|
2018
Q1 | $944K | Buy |
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|
2017
Q4 | $530K | Buy |
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