JPLA
Joseph P. Lucia & Associates’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-29
| Closed | -$2K | – | 315 |
|
|
2022
Q2 | $2K | Sell |
29
-200
| -87% | -$13.8K | ﹤0.01% | 394 |
|
|
2022
Q1 | $20K | Buy |
+229
| New | +$20K | 0.01% | 266 |
|
|
2021
Q4 | – | Sell |
-318
| Closed | -$31K | – | 393 |
|
|
2021
Q3 | $31K | Sell |
318
-100
| -24% | -$9.75K | 0.02% | 261 |
|
|
2021
Q2 | $38K | Buy |
418
+100
| +31% | +$9.09K | 0.02% | 241 |
|
|
2021
Q1 | $25K | Buy |
+318
| New | +$25K | 0.01% | 276 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$7K | – | 493 |
|
|
2020
Q1 | $7K | Hold |
200
| – | – | 0.01% | 317 |
|
|
2019
Q4 | $10K | Hold |
200
| – | – | 0.01% | 313 |
|
|
2019
Q3 | $9K | Hold |
200
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $9K | Buy |
+200
| New | +$9K | 0.01% | 315 |
|