JPLA
Joseph P. Lucia & Associates’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-305
| Closed | -$20K | – | 357 |
|
|
2022
Q2 | $20K | Hold |
305
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $22K | Buy |
+305
| New | +$22K | 0.01% | 255 |
|
|
2021
Q4 | – | Sell |
-305
| Closed | -$20K | – | 434 |
|
|
2021
Q3 | $20K | Hold |
305
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $19K | Buy |
+305
| New | +$19K | 0.01% | 323 |
|