JPLA
Joseph P. Lucia & Associates’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,275
| Closed | -$91K | – | 356 |
|
|
2022
Q2 | $91K | Hold |
4,275
| – | – | 0.06% | 149 |
|
|
2022
Q1 | $100K | Buy |
+4,275
| New | +$100K | 0.06% | 151 |
|
|
2021
Q4 | – | Sell |
-4,930
| Closed | -$127K | – | 433 |
|
|
2021
Q3 | $127K | Sell |
4,930
-400
| -8% | -$10.3K | 0.08% | 151 |
|
|
2021
Q2 | $139K | Sell |
5,330
-1,000
| -16% | -$26.1K | 0.08% | 141 |
|
|
2021
Q1 | $161K | Hold |
6,330
| – | – | 0.07% | 125 |
|
|
2020
Q4 | $163K | Buy |
+6,330
| New | +$163K | 0.11% | 116 |
|
|
2020
Q3 | – | Sell |
-852
| Closed | -$20K | – | 362 |
|
|
2020
Q2 | $20K | Hold |
852
| – | – | 0.02% | 244 |
|
|
2020
Q1 | $19K | Buy |
+852
| New | +$19K | 0.02% | 230 |
|