JPLA
LVL
Joseph P. Lucia & Associates’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,572
| Closed | -$141K | – | 533 |
|
|
2019
Q4 | $141K | Buy |
11,572
+2,505
| +28% | +$30.5K | 0.13% | 116 |
|
|
2019
Q3 | $107K | Buy |
9,067
+1,225
| +16% | +$14.5K | 0.11% | 124 |
|
|
2019
Q2 | $92K | Sell |
7,842
-85,585
| -92% | -$1M | 0.1% | 126 |
|
|
2019
Q1 | $8.19K | Buy |
+93,427
| New | +$8.19K | 0.61% | 36 |
|