JPLA
Joseph P. Lucia & Associates’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-78
| Closed | -$23K | – | 233 |
|
|
2022
Q2 | $23K | Hold |
78
| – | – | 0.02% | 236 |
|
|
2022
Q1 | $26K | Buy |
+78
| New | +$26K | 0.02% | 239 |
|
|
2021
Q4 | – | Sell |
-78
| Closed | -$29K | – | 287 |
|
|
2021
Q3 | $29K | Hold |
78
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $30K | Sell |
78
-6
| -7% | -$2.31K | 0.02% | 266 |
|
|
2021
Q1 | $27K | Sell |
84
-10
| -11% | -$3.21K | 0.01% | 262 |
|
|
2020
Q4 | $25K | Buy |
+94
| New | +$25K | 0.02% | 248 |
|
|
2020
Q3 | – | Sell |
-114
| Closed | -$23K | – | 227 |
|
|
2020
Q2 | $23K | Hold |
114
| – | – | 0.02% | 233 |
|
|
2020
Q1 | $18K | Hold |
114
| – | – | 0.02% | 232 |
|
|
2019
Q4 | $26K | Hold |
114
| – | – | 0.02% | 219 |
|
|
2019
Q3 | $24K | Hold |
114
| – | – | 0.02% | 228 |
|
|
2019
Q2 | $23K | Sell |
114
-26,013
| -100% | -$5.25M | 0.02% | 231 |
|
|
2019
Q1 | $129 | Buy |
+26,127
| New | +$129 | 0.01% | 248 |
|