JPLA
Joseph P. Lucia & Associates’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$18K | – | 359 |
|
|
2022
Q2 | $18K | Hold |
800
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $19K | Buy |
+800
| New | +$19K | 0.01% | 270 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$20K | – | 435 |
|
|
2021
Q3 | $20K | Hold |
800
| – | – | 0.01% | 304 |
|
|
2021
Q2 | $20K | Hold |
800
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $20K | Hold |
800
| – | – | 0.01% | 293 |
|
|
2020
Q4 | $20K | Buy |
+800
| New | +$20K | 0.01% | 270 |
|