JPLA
Joseph P. Lucia & Associates’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-550
| Closed | -$32K | – | 190 |
|
|
2022
Q2 | $32K | Hold |
550
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $36K | Buy |
+550
| New | +$36K | 0.02% | 212 |
|
|
2021
Q4 | – | Sell |
-275
| Closed | -$32K | – | 234 |
|
|
2021
Q3 | $32K | Hold |
275
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $33K | Hold |
275
| – | – | 0.02% | 256 |
|
|
2021
Q1 | $31K | Hold |
275
| – | – | 0.01% | 245 |
|
|
2020
Q4 | $29K | Buy |
+275
| New | +$29K | 0.02% | 226 |
|
|
2020
Q3 | – | Sell |
-275
| Closed | -$25K | – | 176 |
|
|
2020
Q2 | $25K | Hold |
275
| – | – | 0.02% | 225 |
|
|
2020
Q1 | $22K | Hold |
275
| – | – | 0.02% | 220 |
|
|
2019
Q4 | $29K | Hold |
275
| – | – | 0.03% | 214 |
|
|
2019
Q3 | $27K | Hold |
275
| – | – | 0.03% | 218 |
|
|
2019
Q2 | $27K | Sell |
275
-26,265
| -99% | -$2.58M | 0.03% | 219 |
|
|
2019
Q1 | $275 | Buy |
+26,540
| New | +$275 | 0.02% | 200 |
|