JPLA
Joseph P. Lucia & Associates’s SPDR SSGA Income Allocation ETF INKM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
6,320
| – | – | 0.08% | 147 |
|
|
2025
Q1 | $201K | Sell |
6,320
-125
| -2% | -$3.98K | 0.09% | 136 |
|
|
2024
Q4 | $202K | Hold |
6,445
| – | – | 0.09% | 137 |
|
|
2024
Q3 | $211K | Buy |
+6,445
| New | +$211K | 0.1% | 127 |
|
|
2024
Q2 | – | Sell |
-6,470
| Closed | -$202K | – | 126 |
|
|
2024
Q1 | $202K | Sell |
6,470
-305
| -5% | -$9.52K | 0.11% | 119 |
|
|
2023
Q4 | $210K | Buy |
+6,775
| New | +$210K | 0.13% | 110 |
|
|
2023
Q3 | – | Sell |
-6,775
| Closed | -$205K | – | 113 |
|
|
2023
Q2 | $205K | Hold |
6,775
| – | – | 0.14% | 111 |
|
|
2023
Q1 | $205K | Sell |
6,775
-100
| -1% | -$3.03K | 0.14% | 114 |
|
|
2022
Q4 | $203K | Sell |
6,875
-250
| -4% | -$7.37K | 0.15% | 109 |
|
|
2022
Q3 | $201K | Hold |
7,125
| – | – | 0.16% | 105 |
|
|
2022
Q2 | $219K | Sell |
7,125
-725
| -9% | -$22.3K | 0.15% | 96 |
|
|
2022
Q1 | $268K | Sell |
7,850
-600
| -7% | -$20.5K | 0.16% | 96 |
|
|
2021
Q4 | $299K | Hold |
8,450
| – | – | 0.19% | 97 |
|
|
2021
Q3 | $297K | Sell |
8,450
-375
| -4% | -$13.2K | 0.18% | 102 |
|
|
2021
Q2 | $314K | Hold |
8,825
| – | – | 0.19% | 102 |
|
|
2021
Q1 | $305K | Hold |
8,825
| – | – | 0.14% | 96 |
|
|
2020
Q4 | $299K | Sell |
8,825
-575
| -6% | -$19.5K | 0.21% | 89 |
|
|
2020
Q3 | $292K | Hold |
9,400
| – | – | 0.27% | 77 |
|
|
2020
Q2 | $285K | Hold |
9,400
| – | – | 0.26% | 77 |
|
|
2020
Q1 | $259K | Sell |
9,400
-160
| -2% | -$4.41K | 0.29% | 72 |
|
|
2019
Q4 | $328K | Hold |
9,560
| – | – | 0.3% | 73 |
|
|
2019
Q3 | $323K | Sell |
9,560
-90
| -0.9% | -$3.04K | 0.33% | 68 |
|
|
2019
Q2 | $321K | Sell |
9,650
-266,725
| -97% | -$8.87M | 0.34% | 69 |
|
|
2019
Q1 | $8.38K | Buy |
+276,375
| New | +$8.38K | 0.62% | 34 |
|