JPLA
Joseph P. Lucia & Associates’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-782
| Closed | -$204K | – | 123 |
|
|
2023
Q4 | $204K | Buy |
+782
| New | +$204K | 0.13% | 112 |
|
|
2023
Q2 | – | Sell |
-1,683
| Closed | -$357K | – | 118 |
|
|
2023
Q1 | $357K | Buy |
1,683
+10
| +0.6% | +$2.12K | 0.25% | 81 |
|
|
2022
Q4 | $319K | Buy |
+1,673
| New | +$319K | 0.24% | 85 |
|
|
2022
Q3 | – | Sell |
-1,168
| Closed | -$160K | – | 127 |
|
|
2022
Q2 | $160K | Sell |
1,168
-177
| -13% | -$24.2K | 0.11% | 116 |
|
|
2022
Q1 | $258K | Hold |
1,345
| – | – | 0.16% | 99 |
|
|
2021
Q4 | $271K | Hold |
1,345
| – | – | 0.17% | 102 |
|
|
2021
Q3 | $296K | Hold |
1,345
| – | – | 0.18% | 104 |
|
|
2021
Q2 | $322K | Buy |
1,345
+900
| +202% | +$215K | 0.19% | 99 |
|
|
2021
Q1 | $113K | Sell |
445
-30
| -6% | -$7.62K | 0.05% | 149 |
|
|
2020
Q4 | $102K | Buy |
+475
| New | +$102K | 0.07% | 148 |
|
|
2020
Q3 | – | Sell |
-663
| Closed | -$122K | – | 111 |
|
|
2020
Q2 | $122K | Buy |
663
+275
| +71% | +$50.6K | 0.11% | 118 |
|
|
2020
Q1 | $58K | Buy |
388
+195
| +101% | +$29.1K | 0.06% | 153 |
|
|
2019
Q4 | $63K | Sell |
193
-25
| -11% | -$8.16K | 0.06% | 155 |
|
|
2019
Q3 | $83K | Hold |
218
| – | – | 0.09% | 135 |
|
|
2019
Q2 | $79K | Sell |
218
-81,427
| -100% | -$29.5M | 0.08% | 135 |
|
|
2019
Q1 | $218 | Buy |
+81,645
| New | +$218 | 0.02% | 214 |
|