LWS

Lucia Wealth Services’s State Street STT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-7,792	Closed	-$777K	–	227
2018 Q1	$777K	Buy	7,792 +3,371	+76%	+$336K	0.25%	88
2017 Q4	$432K	Buy	+4,421	New	+$432K	0.19%	92