JPLA
Joseph P. Lucia & Associates’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-220
| Closed | -$13K | – | 303 |
|
|
2022
Q2 | $13K | Hold |
220
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $15K | Buy |
+220
| New | +$15K | 0.01% | 291 |
|
|
2021
Q4 | – | Sell |
-220
| Closed | -$15K | – | 380 |
|
|
2021
Q3 | $15K | Hold |
220
| – | – | 0.01% | 340 |
|
|
2021
Q2 | $15K | Hold |
220
| – | – | 0.01% | 346 |
|
|
2021
Q1 | $14K | Hold |
220
| – | – | 0.01% | 329 |
|
|
2020
Q4 | $12K | Buy |
+220
| New | +$12K | 0.01% | 321 |
|
|
2020
Q3 | – | Sell |
-220
| Closed | -$9K | – | 310 |
|
|
2020
Q2 | $9K | Hold |
220
| – | – | 0.01% | 326 |
|
|
2020
Q1 | $8K | Hold |
220
| – | – | 0.01% | 306 |
|
|
2019
Q4 | $12K | Hold |
220
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $11K | Hold |
220
| – | – | 0.01% | 310 |
|
|
2019
Q2 | $11K | Sell |
220
-11,246
| -98% | -$562K | 0.01% | 298 |
|
|
2019
Q1 | $220 | Buy |
+11,466
| New | +$220 | 0.02% | 213 |
|