JPLA
Joseph P. Lucia & Associates’s iShares Global Tech ETF IXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-180
| Closed | -$10K | – | 469 |
|
|
2022
Q1 | $10K | Buy |
+180
| New | +$10K | 0.01% | 321 |
|
|
2021
Q4 | – | Sell |
-180
| Closed | -$10K | – | 343 |
|
|
2021
Q3 | $10K | Buy |
180
+150
| +500% | +$8.33K | 0.01% | 376 |
|
|
2021
Q2 | $10K | Hold |
30
| – | – | 0.01% | 385 |
|
|
2021
Q1 | $9K | Hold |
30
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $9K | Buy |
+30
| New | +$9K | 0.01% | 346 |
|
|
2020
Q3 | – | Sell |
-30
| Closed | -$7K | – | 275 |
|
|
2020
Q2 | $7K | Hold |
30
| – | – | 0.01% | 348 |
|
|
2020
Q1 | $5K | Hold |
30
| – | – | 0.01% | 343 |
|
|
2019
Q4 | $6K | Sell |
30
-10
| -25% | -$2K | 0.01% | 350 |
|
|
2019
Q3 | $7K | Sell |
40
-15
| -27% | -$2.63K | 0.01% | 343 |
|
|
2019
Q2 | $10K | Sell |
55
-9,648
| -99% | -$1.75M | 0.01% | 303 |
|
|
2019
Q1 | $55 | Buy |
+9,703
| New | +$55 | ﹤0.01% | 292 |
|