LA
Lucus Advisors’s Premier PINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $203K | Buy |
+6,475
| New | +$203K | 0.35% | 171 |
|
|
2016
Q4 | – | Sell |
-12,350
| Closed | -$399K | – | 136 |
|
|
2016
Q3 | $399K | Buy |
12,350
+1,758
| +17% | +$56.8K | 0.34% | 57 |
|
|
2016
Q2 | $346K | Buy |
10,592
+2,048
| +24% | +$66.9K | 0.28% | 173 |
|
|
2016
Q1 | $285K | Sell |
8,544
-2,695
| -24% | -$89.9K | 0.17% | 245 |
|
|
2015
Q4 | $396K | Sell |
11,239
-1,465
| -12% | -$51.6K | 0.24% | 175 |
|
|
2015
Q3 | $437K | Sell |
12,704
-829
| -6% | -$28.5K | 0.24% | 175 |
|
|
2015
Q2 | $520K | Sell |
13,533
-1,188
| -8% | -$45.6K | 0.25% | 53 |
|
|
2015
Q1 | $553K | Buy |
14,721
+3,351
| +29% | +$126K | 0.28% | 44 |
|
|
2014
Q4 | $381K | Buy |
+11,370
| New | +$381K | 0.17% | 271 |
|