LWS
Lucia Wealth Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $583K | Hold |
2,916
| – | – | 0.14% | 99 |
|
|
2020
Q2 | $563K | Hold |
2,916
| – | – | 0.15% | 99 |
|
|
2020
Q1 | $470K | Sell |
2,916
-193
| -6% | -$31.1K | 0.16% | 108 |
|
|
2019
Q4 | $584K | Sell |
3,109
-28
| -0.9% | -$5.26K | 0.18% | 87 |
|
|
2019
Q3 | $540K | Buy |
3,137
+38
| +1% | +$6.54K | 0.18% | 83 |
|
|
2019
Q2 | $538K | Sell |
3,099
-45
| -1% | -$7.81K | 0.19% | 81 |
|
|
2019
Q1 | $491K | Buy |
3,144
+433
| +16% | +$67.6K | 0.17% | 96 |
|
|
2018
Q4 | $358K | Sell |
2,711
-540
| -17% | -$71.3K | 0.17% | 87 |
|
|
2018
Q3 | $488K | Sell |
3,251
-285
| -8% | -$42.8K | 0.15% | 103 |
|
|
2018
Q2 | $468K | Sell |
3,536
-27,197
| -88% | -$3.6M | 0.2% | 89 |
|
|
2018
Q1 | $3.68M | Buy |
30,733
+5,720
| +23% | +$684K | 1.19% | 32 |
|
|
2017
Q4 | $2.85M | Buy |
+25,013
| New | +$2.85M | 1.26% | 19 |
|