JPLA
Joseph P. Lucia & Associates’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-570
| Closed | -$40K | – | 275 |
|
|
2022
Q2 | $40K | Hold |
570
| – | – | 0.03% | 196 |
|
|
2022
Q1 | $48K | Buy |
+570
| New | +$48K | 0.03% | 193 |
|
|
2021
Q4 | – | Sell |
-570
| Closed | -$47K | – | 344 |
|
|
2021
Q3 | $47K | Hold |
570
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $46K | Hold |
570
| – | – | 0.03% | 226 |
|
|
2021
Q1 | $43K | Hold |
570
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $38K | Buy |
+570
| New | +$38K | 0.03% | 208 |
|
|
2020
Q3 | – | Sell |
-285
| Closed | -$31K | – | 276 |
|
|
2020
Q2 | $31K | Hold |
285
| – | – | 0.03% | 204 |
|
|
2020
Q1 | $28K | Hold |
285
| – | – | 0.03% | 205 |
|
|
2019
Q4 | $39K | Buy |
285
+200
| +235% | +$27.4K | 0.04% | 194 |
|
|
2019
Q3 | $11K | Buy |
+85
| New | +$11K | 0.01% | 306 |
|