JPLA
Joseph P. Lucia & Associates’s SPDR Global Dow ETF DGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,522
| Closed | -$213K | – | 152 |
|
|
2025
Q1 | $213K | Hold |
1,522
| – | – | 0.1% | 127 |
|
|
2024
Q4 | $201K | Hold |
1,522
| – | – | 0.09% | 139 |
|
|
2024
Q3 | $210K | Buy |
+1,522
| New | +$210K | 0.1% | 129 |
|
|
2022
Q3 | – | Sell |
-1,527
| Closed | -$147K | – | 179 |
|
|
2022
Q2 | $147K | Hold |
1,527
| – | – | 0.1% | 122 |
|
|
2022
Q1 | $172K | Buy |
+1,527
| New | +$172K | 0.1% | 127 |
|
|
2021
Q4 | – | Sell |
-1,527
| Closed | -$167K | – | 224 |
|
|
2021
Q3 | $167K | Hold |
1,527
| – | – | 0.1% | 133 |
|
|
2021
Q2 | $169K | Hold |
1,527
| – | – | 0.1% | 134 |
|
|
2021
Q1 | $161K | Hold |
1,527
| – | – | 0.07% | 124 |
|
|
2020
Q4 | $147K | Buy |
+1,527
| New | +$147K | 0.1% | 129 |
|
|
2020
Q3 | – | Sell |
-1,652
| Closed | -$129K | – | 165 |
|
|
2020
Q2 | $129K | Hold |
1,652
| – | – | 0.12% | 115 |
|
|
2020
Q1 | $112K | Hold |
1,652
| – | – | 0.12% | 112 |
|
|
2019
Q4 | $148K | Buy |
1,652
+350
| +27% | +$31.4K | 0.13% | 110 |
|
|
2019
Q3 | $109K | Buy |
1,302
+170
| +15% | +$14.2K | 0.11% | 122 |
|
|
2019
Q2 | $96K | Sell |
1,132
-111,431
| -99% | -$9.45M | 0.1% | 123 |
|
|
2019
Q1 | $1.32K | Buy |
+112,563
| New | +$1.32K | 0.1% | 101 |
|