JPLA
Joseph P. Lucia & Associates’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-147
| Closed | -$6K | – | 153 |
|
2022
Q2 | $6K | Hold |
147
| – | – | ﹤0.01% | 332 |
|
2022
Q1 | $8K | Buy |
+147
| New | +$8K | ﹤0.01% | 333 |
|
2021
Q4 | – | Sell |
-147
| Closed | -$8K | – | 195 |
|
2021
Q3 | $8K | Hold |
147
| – | – | ﹤0.01% | 394 |
|
2021
Q2 | $8K | Hold |
147
| – | – | ﹤0.01% | 396 |
|
2021
Q1 | $7K | Hold |
147
| – | – | ﹤0.01% | 391 |
|
2020
Q4 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 355 |
|
2020
Q3 | – | Sell |
-147
| Closed | -$5K | – | 140 |
|
2020
Q2 | $5K | Hold |
147
| – | – | ﹤0.01% | 365 |
|
2020
Q1 | $5K | Hold |
147
| – | – | 0.01% | 336 |
|
2019
Q4 | $6K | Buy |
+147
| New | +$6K | 0.01% | 343 |
|