JPLA
Joseph P. Lucia & Associates’s iShares Global Energy ETF IXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-525
| Closed | -$13K | – | 597 |
|
|
2021
Q1 | $13K | Hold |
525
| – | – | 0.01% | 340 |
|
|
2020
Q4 | $11K | Buy |
+525
| New | +$11K | 0.01% | 331 |
|
|
2020
Q3 | – | Sell |
-525
| Closed | -$10K | – | 274 |
|
|
2020
Q2 | $10K | Hold |
525
| – | – | 0.01% | 312 |
|
|
2020
Q1 | $9K | Hold |
525
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $16K | Sell |
525
-575
| -52% | -$17.5K | 0.01% | 266 |
|
|
2019
Q3 | $34K | Hold |
1,100
| – | – | 0.04% | 203 |
|
|
2019
Q2 | $36K | Sell |
1,100
-37,036
| -97% | -$1.21M | 0.04% | 197 |
|
|
2019
Q1 | $1.1K | Buy |
+38,136
| New | +$1.1K | 0.08% | 114 |
|