JPLA
Joseph P. Lucia & Associates’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-350
| Closed | -$15K | – | 282 |
|
|
2022
Q2 | $15K | Hold |
350
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $18K | Buy |
+350
| New | +$18K | 0.01% | 277 |
|
|
2021
Q4 | – | Sell |
-350
| Closed | -$19K | – | 353 |
|
|
2021
Q3 | $19K | Hold |
350
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $18K | Hold |
350
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $18K | Hold |
350
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $15K | Buy |
+350
| New | +$15K | 0.01% | 298 |
|
|
2020
Q3 | – | Sell |
-350
| Closed | -$11K | – | 285 |
|
|
2020
Q2 | $11K | Hold |
350
| – | – | 0.01% | 306 |
|
|
2020
Q1 | $9K | Hold |
350
| – | – | 0.01% | 296 |
|
|
2019
Q4 | $17K | Hold |
350
| – | – | 0.02% | 258 |
|
|
2019
Q3 | $15K | Hold |
350
| – | – | 0.02% | 276 |
|
|
2019
Q2 | $15K | Sell |
350
-15,008
| -98% | -$643K | 0.02% | 267 |
|
|
2019
Q1 | $350 | Buy |
+15,358
| New | +$350 | 0.03% | 184 |
|