LWS
Lucia Wealth Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,784
| Closed | -$122K | – | 185 |
|
|
2020
Q2 | $122K | Hold |
4,784
| – | – | 0.03% | 136 |
|
|
2020
Q1 | $137K | Buy |
4,784
+4,680
| +4,500% | +$134K | 0.05% | 140 |
|
|
2019
Q4 | $6K | Hold |
104
| – | – | ﹤0.01% | 181 |
|
|
2019
Q3 | $5K | Sell |
104
-1,000
| -91% | -$48.1K | ﹤0.01% | 162 |
|
|
2019
Q2 | $52K | Hold |
1,104
| – | – | 0.02% | 144 |
|
|
2019
Q1 | $53K | Hold |
1,104
| – | – | 0.02% | 160 |
|
|
2018
Q4 | $51K | Hold |
1,104
| – | – | 0.02% | 142 |
|
|
2018
Q3 | $58K | Sell |
1,104
-28
| -2% | -$1.47K | 0.02% | 185 |
|
|
2018
Q2 | $63K | Hold |
1,132
| – | – | 0.03% | 153 |
|
|
2018
Q1 | $59K | Buy |
+1,132
| New | +$59K | 0.02% | 141 |
|