Lucia Wealth Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $583K | Hold |
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|
2020
Q2 | $563K | Hold |
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|
2020
Q1 | $470K | Sell |
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|
2019
Q4 | $584K | Sell |
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|
2019
Q3 | $540K | Buy |
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|
2019
Q2 | $538K | Sell |
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|
2019
Q1 | $491K | Buy |
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|
2018
Q4 | $358K | Sell |
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|
2018
Q3 | $488K | Sell |
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|
2018
Q2 | $468K | Sell |
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|
2018
Q1 | $3.68M | Buy |
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|
2017
Q4 | $2.85M | Buy |
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