JPLA
Joseph P. Lucia & Associates’s CBAK Energy Technology CBAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 150 |
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 449 |
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 448 |
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 190 |
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 589 |
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 579 |
|
2021
Q1 | $0 | Sell |
1
-649
| -100% | – | ﹤0.01% | 575 |
|
2020
Q4 | $3K | Buy |
+650
| New | +$3K | ﹤0.01% | 421 |
|