JPLA
Joseph P. Lucia & Associates’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,363
| Closed | -$105K | – | 129 |
|
|
2022
Q2 | $105K | Sell |
3,363
-325
| -9% | -$10.1K | 0.07% | 137 |
|
|
2022
Q1 | $152K | Buy |
+3,688
| New | +$152K | 0.09% | 132 |
|
|
2021
Q4 | – | Sell |
-4,388
| Closed | -$186K | – | 159 |
|
|
2021
Q3 | $186K | Sell |
4,388
-51
| -1% | -$2.16K | 0.11% | 129 |
|
|
2021
Q2 | $183K | Buy |
4,439
+250
| +6% | +$10.3K | 0.11% | 129 |
|
|
2021
Q1 | $162K | Hold |
4,189
| – | – | 0.07% | 123 |
|
|
2020
Q4 | $127K | Buy |
+4,189
| New | +$127K | 0.09% | 133 |
|
|
2020
Q3 | – | Sell |
-3,741
| Closed | -$89K | – | 113 |
|
|
2020
Q2 | $89K | Hold |
3,741
| – | – | 0.08% | 144 |
|
|
2020
Q1 | $79K | Buy |
3,741
+25
| +0.7% | +$528 | 0.09% | 136 |
|
|
2019
Q4 | $131K | Hold |
3,716
| – | – | 0.12% | 119 |
|
|
2019
Q3 | $108K | Hold |
3,716
| – | – | 0.11% | 123 |
|
|
2019
Q2 | $108K | Sell |
3,716
-104,677
| -97% | -$3.04M | 0.11% | 118 |
|
|
2019
Q1 | $3.72K | Buy |
+108,393
| New | +$3.72K | 0.28% | 66 |
|