JPLA
Joseph P. Lucia & Associates’s First Trust California Municipal High income ETF FCAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-700
| Closed | -$38K | – | 263 |
|
|
2021
Q3 | $38K | Hold |
700
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $39K | Hold |
700
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $38K | Hold |
700
| – | – | 0.02% | 225 |
|
|
2020
Q4 | $38K | Buy |
+700
| New | +$38K | 0.03% | 207 |
|
|
2020
Q3 | – | Sell |
-700
| Closed | -$37K | – | 203 |
|
|
2020
Q2 | $37K | Hold |
700
| – | – | 0.03% | 191 |
|
|
2020
Q1 | $36K | Buy |
700
+400
| +133% | +$20.6K | 0.04% | 184 |
|
|
2019
Q4 | $16K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2019
Q3 | $16K | Hold |
300
| – | – | 0.02% | 265 |
|
|
2019
Q2 | $16K | Buy |
+300
| New | +$16K | 0.02% | 262 |
|