JPLA
Joseph P. Lucia & Associates’s First Trust Indxx NextG ETF NXTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-495
| Closed | -$32K | – | 336 |
|
|
2022
Q2 | $32K | Sell |
495
-185
| -27% | -$12K | 0.02% | 215 |
|
|
2022
Q1 | $52K | Buy |
+680
| New | +$52K | 0.03% | 188 |
|
|
2021
Q4 | – | Sell |
-2,042
| Closed | -$156K | – | 414 |
|
|
2021
Q3 | $156K | Hold |
2,042
| – | – | 0.09% | 139 |
|
|
2021
Q2 | $156K | Buy |
2,042
+195
| +11% | +$14.9K | 0.09% | 137 |
|
|
2021
Q1 | $135K | Buy |
+1,847
| New | +$135K | 0.06% | 135 |
|