LWS

Lucia Wealth Services’s Toll Brothers TOL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,766	Closed	-$213K	–	236
2018 Q2	$213K	Sell	5,766 -55,417	-91%	-$2.05M	0.09%	127
2018 Q1	$2.65M	Buy	61,183 +18,963	+45%	+$820K	0.86%	45
2017 Q4	$2.03M	Buy	+42,220	New	+$2.03M	0.9%	26