Joseph P. Lucia & Associates’s SPDR SSGA Income Allocation ETF INKM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Hold |
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|
2025
Q2 | $204K | Hold |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $328K | Hold |
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|
2019
Q3 | $323K | Sell |
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|
2019
Q2 | $321K | Sell |
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|
2019
Q1 | $8.38K | Buy |
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