JPLA
Joseph P. Lucia & Associates’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,503
| Closed | -$50K | – | 212 |
|
|
2022
Q2 | $50K | Sell |
4,503
-196
| -4% | -$2.18K | 0.04% | 181 |
|
|
2022
Q1 | $79K | Buy |
+4,699
| New | +$79K | 0.05% | 166 |
|
|
2021
Q4 | – | Sell |
-4,875
| Closed | -$69K | – | 260 |
|
|
2021
Q3 | $69K | Buy |
4,875
+277
| +6% | +$3.92K | 0.04% | 196 |
|
|
2021
Q2 | $68K | Buy |
4,598
+1,400
| +44% | +$20.7K | 0.04% | 199 |
|
|
2021
Q1 | $39K | Sell |
3,198
-62
| -2% | -$756 | 0.02% | 222 |
|
|
2020
Q4 | $29K | Buy |
+3,260
| New | +$29K | 0.02% | 227 |
|
|
2020
Q3 | – | Sell |
-3,540
| Closed | -$22K | – | 201 |
|
|
2020
Q2 | $22K | Buy |
3,540
+340
| +11% | +$2.11K | 0.02% | 236 |
|
|
2020
Q1 | $15K | Buy |
3,200
+862
| +37% | +$4.04K | 0.02% | 250 |
|
|
2019
Q4 | $22K | Sell |
2,338
-500
| -18% | -$4.71K | 0.02% | 234 |
|
|
2019
Q3 | $26K | Hold |
2,838
| – | – | 0.03% | 223 |
|
|
2019
Q2 | $29K | Sell |
2,838
-7,857
| -73% | -$80.3K | 0.03% | 217 |
|
|
2019
Q1 | $1.15K | Buy |
+10,695
| New | +$1.15K | 0.09% | 108 |
|