JPLA
Joseph P. Lucia & Associates’s iShares New York Muni Bond ETF NYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,671
| Closed | -$88K | – | 337 |
|
|
2022
Q2 | $88K | Sell |
1,671
-2,620
| -61% | -$138K | 0.06% | 151 |
|
|
2022
Q1 | $234K | Sell |
4,291
-875
| -17% | -$47.7K | 0.14% | 105 |
|
|
2021
Q4 | $299K | Buy |
5,166
+1,100
| +27% | +$63.7K | 0.19% | 98 |
|
|
2021
Q3 | $235K | Buy |
4,066
+60
| +1% | +$3.47K | 0.14% | 119 |
|
|
2021
Q2 | $234K | Buy |
4,006
+1,000
| +33% | +$58.4K | 0.14% | 115 |
|
|
2021
Q1 | $173K | Hold |
3,006
| – | – | 0.08% | 120 |
|
|
2020
Q4 | $175K | Buy |
+3,006
| New | +$175K | 0.12% | 108 |
|
|
2020
Q3 | – | Sell |
-3,419
| Closed | -$197K | – | 337 |
|
|
2020
Q2 | $197K | Buy |
3,419
+113
| +3% | +$6.51K | 0.18% | 88 |
|
|
2020
Q1 | $187K | Hold |
3,306
| – | – | 0.21% | 86 |
|
|
2019
Q4 | $189K | Hold |
3,306
| – | – | 0.17% | 98 |
|
|
2019
Q3 | $189K | Hold |
3,306
| – | – | 0.19% | 91 |
|
|
2019
Q2 | $188K | Sell |
3,306
-169,804
| -98% | -$9.66M | 0.2% | 87 |
|
|
2019
Q1 | $3.11K | Buy |
+173,110
| New | +$3.11K | 0.23% | 70 |
|