JPLA
LVL

Joseph P. Lucia & Associates’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

Joseph P. Lucia & Associates’s Portfolio LVL Stock Details LVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,572
Closed -$141K – 519
2019
Q4 		$141K Buy
11,572
+2,505
+28% +$30.1K 0.13% 116
2019
Q3 		$107K Buy
9,067
+1,225
+16% +$14.3K 0.11% 124
2019
Q2 		$92K Sell
7,842
-85,585
-92% -$989K 0.1% 126
2019
Q1 		$8.19K Buy
+93,427
New +$1.02M 0.61% 36

Joseph P. Lucia & Associates's LVL Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of Invesco S&P Global Dividend Opportunities Index ETF (LVL) in Q1 2020, closing a stake of 11,572 shares — an estimated $141K sold.

Joseph P. Lucia & Associates first reported a position in LVL in Q1 2019 and held it in 4 quarters. The position peaked at $141K in Q4 2019. 0 funds tracked by Wall St. Rank hold LVL as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining Invesco S&P Global Dividend Opportunities Index ETF position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 11,572 Invesco S&P Global Dividend Opportunities Index ETF shares in Q1 2020, an estimated $141K.
  • Joseph P. Lucia & Associates first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q1 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Invesco S&P Global Dividend Opportunities Index ETF position peaked at $141K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.