JPLA
Joseph P. Lucia & Associates’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-744
| Closed | -$34K | – | 146 |
|
|
2022
Q2 | $34K | Hold |
744
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $40K | Buy |
+744
| New | +$40K | 0.02% | 206 |
|
|
2021
Q4 | – | Sell |
-849
| Closed | -$60K | – | 185 |
|
|
2021
Q3 | $60K | Sell |
849
-19
| -2% | -$1.34K | 0.04% | 204 |
|
|
2021
Q2 | $61K | Sell |
868
-32
| -4% | -$2.25K | 0.04% | 206 |
|
|
2021
Q1 | $65K | Sell |
900
-21
| -2% | -$1.52K | 0.03% | 188 |
|
|
2020
Q4 | $57K | Buy |
+921
| New | +$57K | 0.04% | 177 |
|
|
2020
Q3 | – | Sell |
-1,478
| Closed | -$76K | – | 133 |
|
|
2020
Q2 | $76K | Buy |
1,478
+1
| +0.1% | +$51 | 0.07% | 154 |
|
|
2020
Q1 | $62K | Buy |
1,477
+14
| +1% | +$588 | 0.07% | 151 |
|
|
2019
Q4 | $117K | Sell |
1,463
-49
| -3% | -$3.92K | 0.11% | 122 |
|
|
2019
Q3 | $104K | Sell |
1,512
-109
| -7% | -$7.5K | 0.11% | 125 |
|
|
2019
Q2 | $114K | Sell |
1,621
-99,723
| -98% | -$7.01M | 0.12% | 114 |
|
|
2019
Q1 | $1.53K | Buy |
+101,344
| New | +$1.53K | 0.11% | 97 |
|