JPLA
Joseph P. Lucia & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$29K | – | 269 |
|
|
2022
Q2 | $29K | Hold |
200
| – | – | 0.02% | 219 |
|
|
2022
Q1 | $33K | Buy |
+200
| New | +$33K | 0.02% | 218 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$31K | – | 337 |
|
|
2021
Q3 | $31K | Hold |
200
| – | – | 0.02% | 259 |
|
|
2021
Q2 | $32K | Hold |
200
| – | – | 0.02% | 258 |
|
|
2021
Q1 | $30K | Hold |
200
| – | – | 0.01% | 251 |
|
|
2020
Q4 | $27K | Buy |
+200
| New | +$27K | 0.02% | 241 |
|
|
2020
Q3 | – | Sell |
-278
| Closed | -$31K | – | 268 |
|
|
2020
Q2 | $31K | Hold |
278
| – | – | 0.03% | 203 |
|
|
2020
Q1 | $28K | Hold |
278
| – | – | 0.03% | 204 |
|
|
2019
Q4 | $38K | Hold |
278
| – | – | 0.03% | 198 |
|
|
2019
Q3 | $36K | Hold |
278
| – | – | 0.04% | 195 |
|
|
2019
Q2 | $35K | Sell |
278
-34,708
| -99% | -$4.37M | 0.04% | 203 |
|
|
2019
Q1 | $278 | Buy |
+34,986
| New | +$278 | 0.02% | 199 |
|