LWS
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Lucia Wealth Services’s T Rowe Price TROW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,157
Closed -$236K 219
2018
Q3
$236K Sell
2,157
-430
-17% -$47K 0.07% 134
2018
Q2
$300K Buy
+2,587
New +$300K 0.13% 106