LWS
Lucia Wealth Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $54K | Sell |
1,894
-1,122
| -37% | -$32K | 0.01% | 158 |
|
|
2020
Q2 | $91K | Sell |
3,016
-300
| -9% | -$9.05K | 0.02% | 143 |
|
|
2020
Q1 | $97K | Buy |
3,316
+2,489
| +301% | +$72.8K | 0.03% | 147 |
|
|
2019
Q4 | $32K | Buy |
827
+97
| +13% | +$3.75K | 0.01% | 161 |
|
|
2019
Q3 | $28K | Sell |
730
-1,186
| -62% | -$45.5K | 0.01% | 147 |
|
|
2019
Q2 | $64K | Sell |
1,916
-158
| -8% | -$5.28K | 0.02% | 140 |
|
|
2019
Q1 | $65K | Sell |
2,074
-11,891
| -85% | -$373K | 0.02% | 155 |
|
|
2018
Q4 | $399K | Sell |
13,965
-19,271
| -58% | -$551K | 0.19% | 84 |
|
|
2018
Q3 | $1.12M | Buy |
33,236
+6,769
| +26% | +$227K | 0.35% | 69 |
|
|
2018
Q2 | $850K | Buy |
26,467
+8,521
| +47% | +$274K | 0.37% | 64 |
|
|
2018
Q1 | $640K | Buy |
17,946
+4,991
| +39% | +$178K | 0.21% | 93 |
|
|
2017
Q4 | $504K | Buy |
+12,955
| New | +$504K | 0.22% | 80 |
|