JPLA
Joseph P. Lucia & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-210
| Closed | -$29K | – | 267 |
|
|
2022
Q2 | $29K | Sell |
210
-200
| -49% | -$27.6K | 0.02% | 218 |
|
|
2022
Q1 | $64K | Buy |
+410
| New | +$64K | 0.04% | 178 |
|
|
2021
Q4 | – | Sell |
-175
| Closed | -$25K | – | 335 |
|
|
2021
Q3 | $25K | Hold |
175
| – | – | 0.01% | 280 |
|
|
2021
Q2 | $26K | Hold |
175
| – | – | 0.02% | 289 |
|
|
2021
Q1 | $25K | Hold |
175
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $22K | Buy |
+175
| New | +$22K | 0.02% | 261 |
|